The shared association feature will give you the visibility of emails that are already synced to NetSuite.
Click an email in your inbox. In the CloudExtend panel > Associated Records section, you will see if the records are synced by you or by other CloudExtend users within your organization.
This eliminates duplicate email sync which keeps your NetSuite communication organized.
Email Associated to Records
The person who saves the email in an organization will be in green.
If there are multiple CloudExtend users are on the same thread, and you saved the email to NetSuite, you will see a green color.
Anyone else on the thread will see the email saved in purple when they check their inbox. If you saved the email as Autopilot you will see the icons:
The three stars indicate Email Address-based Autopilot
AP will show if the email has been enabled as a thread-based autopilot
Email Addressed Based Autopilot
This email has been stored to NetSuite using the Email Addressed-based Autopilot, it will have the tagging of CloudExtend Autopilot and three stars on the icon beside the record name.
Thread Based Autopilot
This email has been stored to NetSuite using the thread-based Autopilot, it will have the tagging of CloudExtend Autopilot and the icon will be in green and will show AP.
One-Time Save
If you saved the email for One-Time only, you will see Sync by CloudExtend.
No Associated Records
If the email is not yet associated with any records. The screen will prompt:
This email is not associated with any records.
