CloudExtend Gmail for NetSuite NextGen

Learn the ins and outs of CloudExtend NextGen application

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36 articles in this collection
Written by Kauser Fatima, Justine Burdo, and Elise Gonzales
Getting Started

🔍Find all your important CloudExtend Gmail for NetSuite NextGen Resources in 1 place here!

NextGen l Guides and resources to ensure you are setup for success
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Written by Elise Gonzales
Updated over a week ago

CloudExtend Gmail for NetSuite NextGen Go Live Checklist and End-user Guidelines

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Written by Elise Gonzales
Updated over a week ago

Getting Started: CloudExtend Gmail for NetSuite NextGen Best Practices Guide

NextGen | Admins can leverage this guide when implementing and planning user onboarding
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Written by Elise Gonzales
Updated over a week ago

Admin: CloudExtend Gmail for NetSuite NextGen Installation Guide

NextGen | Instructions on how to install Gmail for NetSuite NextGen for new customers
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Written by Elise Gonzales
Updated over a week ago

Admin: How to Install the SuiteApp

NextGen | Learn how to install the SuiteApp for NextGen activation
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Written by Elise Gonzales
Updated over a week ago

Admin: Enabling Autopilot for CloudExtend Gmail for NetSuite NextGen

NextGen | Learn about the necessary steps to enable Autopilot
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Written by Elise Gonzales
Updated over a week ago

Admin: How to Force Install Chrome Extension in your Organization

NextGen | Learn how to force install extenstion in Chrome for CloudExtend users
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Written by Elise Gonzales
Updated over a week ago

End-User: Install the extension from the Chrome store

NextGen | Learn how to install the NextGen application for existing CloudExtend users
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Written by Elise Gonzales
Updated over a week ago

End-User: Logging into CloudExtend Gmail for NetSuite NextGen

NextGen | How to login to CloudExtend Gmail for NetSuite
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Written by Elise Gonzales
Updated over a week ago

End-User: Getting Started Guide NextGen

NextGen | End-User Getting Started Guide
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Written by Justine Burdo
Updated over a week ago

Settings: Configure CloudExtend for users whose Gmail address is different than NetSuite or your org has multiple domains (Optional)

NextGen | Learn how to set up CloudExtend when your organization has multiple Gmail/Google Drive domains
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Written by Elise Gonzales
Updated over a week ago
Learn more about CloudExtend Gmail for NetSuite NextGen

Email Sync: Set Filter for search results to reduce record clutter in CloudExtend Gmail NextGen

NextGen | Reduce search clutter by filtering your search results
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Written by Elise Gonzales
Updated over a week ago

Email Sync: Learn how to Save an Email to NetSuite

NextGen | Sync email once or turn on the AutoPilot
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Written by Elise Gonzales
Updated over a week ago

Email Sync: How to save emails when in reply or compose mode

NextGen | See ways to sync email to NetSuite in compose mode or sending a reply
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Written by Elise Gonzales
Updated over a week ago

Email Sync: How Select Record and Save Emails with Attachments

NextGen | Learn how to select records and sync emails with file attachments
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Written by Elise Gonzales
Updated over a week ago

Email Sync: Select NetSuite records you want to link your emails

NextGen | This article shows you how to use the Auto-Search and Manual search features in associating emails to NetSuite
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Written by Elise Gonzales
Updated over a week ago

Email Sync: How does Shared Association work?

NextGen | Learn how Shared Association works
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Written by Elise Gonzales
Updated over a week ago

Email Sync: CloudExtend Autopilot for CloudExtend NextGen

NextGen | Learn more about CloudExtend Autopilot for NextGen users
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Written by Elise Gonzales
Updated over a week ago

Email Sync: Where are emails saved via CloudExtend Gmail for NetSuite NextGen stored in NetSuite?

NextGen | Where are emails and attachments saved in NetSuite?
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Written by Elise Gonzales
Updated over a week ago

Email Sync: Shared or Group Gmail Mailbox Configuration

NextGen | This article will show you how to use the CloudExtend Gmail for NetSuite NextGen for Shared or Group Gmail Mailbox users
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Written by Elise Gonzales
Updated over a week ago
FAQs

FAQ: Gmail Subtab (Deprecated)

NextGen | Understand why the Gmail subtab is being deprecated
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Written by Elise Gonzales
Updated over a week ago

FAQ: Learn about email rollup so you can see all email activity at the parent level

NextGen | Learn which child records will automatically roll up emails to parent records
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Written by Elise Gonzales
Updated over a week ago

FAQ: Determine the NetSuite connection you have for CloudExtend Gmail for NetSuite NextGen

NextGen | Know when you are connected to NetSuite Production or Test drive
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Written by Elise Gonzales
Updated over a week ago

FAQ: Change the theme of CloudExtend Gmail for NetSuite NextGen

NextGen | Look at the theme options you have when you are using CloudExtend Gmail for NetSuite NextGen
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Written by Elise Gonzales
Updated over a week ago

FAQ: Record types supported by CloudExtend Gmail for NetSuite NextGen

NextGen | See list of record types supported by CloudExtend Gmail for NetSuite NextGen
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Written by Elise Gonzales
Updated over a week ago

FAQ: Understand CloudExtend Gmail for NetSuite NextGen Settings

NextGen | The settings section enables you to customize the CloudExtend settings
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Written by Elise Gonzales
Updated over a week ago

FAQ: Attaching Emails to Contacts and Customers with CloudExtend Gmail for NetSuite NextGen

NextGen | Have mails attached to Contacts roll up to Customer records
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Written by Elise Gonzales
Updated over a week ago

FAQ: Relevance of the Celigo icon on the email thread

NextGen | Know the difference of the buttons that you see on a sync email using CloudExtend
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Written by Elise Gonzales
Updated over a week ago

FAQ: How do I grant the ability to manage Celigo CloudExtend Licenses to a different role?

NextGen | Learn how to give access to Celigo License Manager to other roles
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Written by Elise Gonzales
Updated over a week ago