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CloudExtend Gmail for NetSuite NextGen
CloudExtend Gmail for NetSuite NextGen

Learn the ins and outs of CloudExtend NextGen application

54 articles
Why We Built It: CloudExtend Gmail for NetSuite NextGenNextGen | Get to know why we built this new application
What's New? CloudExtend Gmail for NetSuite NextGenNextGen | Learn the difference between the NextGen and Legacy application.
CloudExtend Gmail for NetSuite NextGen RoadmapNextGen | Learn about what we're considering building, what we're building now, and what was recently released.
Learn How To Get Support For CloudExtend Gmail for NetSuite NextGenNextGen | Can't find what your are looking for? Learn how to get more support here

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
CloudExtend Gmail for NetSuite NextGen Go Live Checklist and End-user Guidelines
Getting Started: CloudExtend Gmail for NetSuite NextGen Best Practices GuideNextGen | Admins can leverage this guide when implementing and planning user onboarding
Admin: CloudExtend Gmail for NetSuite NextGen Installation GuideNextGen | Instructions on how to install Gmail for NetSuite NextGen for new customers
Admin: How to Install the SuiteAppNextGen | Learn how to install the SuiteApp for NextGen activation
Admin: Enabling Autopilot for CloudExtend Gmail for NetSuite NextGenNextGen | Learn about the necessary steps to enable Autopilot
Admin: How to Force Install Chrome Extension in your OrganizationNextGen | Learn how to force install extenstion in Chrome for CloudExtend users
End-User: Install the extension from the Chrome storeNextGen | Learn how to install the NextGen application for existing CloudExtend users
End-User: Logging into CloudExtend Gmail for NetSuite NextGenNextGen | How to login to CloudExtend Gmail for NetSuite
End-User: Getting Started Guide NextGenNextGen | End-User Getting Started Guide
Interface Guide - CloudExtend Gmail for NetSuite NextGen (Cheat Sheet)NextGen | Know the different features and buttons in application
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

Learn more about CloudExtend Gmail for NetSuite NextGen

Email Sync: Set Filter for search results to reduce record clutter in CloudExtend Gmail NextGenNextGen | Reduce search clutter by filtering your search results
Email Sync: Learn how to Save an Email to NetSuiteNextGen | Sync email once or turn on the AutoPilot
Email Sync: How to save emails when in reply or compose modeNextGen | See ways to sync email to NetSuite in compose mode or sending a reply
Email Sync: How to Select Record and Save Emails with AttachmentsNextGen | Learn how to select records and sync emails with file attachments
Email Sync: Select NetSuite records you want to link your emailsNextGen | This article shows you how to use the Auto-Search and Manual search features in associating emails to NetSuite
Email Sync: How does Shared Association work?NextGen | Learn how Shared Association works
Email Sync: CloudExtend Autopilot for CloudExtend NextGenNextGen | Learn more about CloudExtend Autopilot for NextGen users
Email Sync: Where are emails saved via CloudExtend Gmail for NetSuite NextGen stored in NetSuite?NextGen | Where are emails and attachments saved in NetSuite?
Email Sync: Shared or Group Gmail Mailbox ConfigurationNextGen | This article will show you how to use the CloudExtend Gmail for NetSuite NextGen for Shared or Group Gmail Mailbox users
Manage Records: Creating new NetSuite records from CloudExtend Gmail for NetSuite NextGenNextGen | See how to create records via CloudExtend application
Manage Records: Edit Existing NetSuite records from CloudExtend Gmail for NetSuite NextGenNextGen | Edit records without going to NetSuite
Email Sync: File Attachment and Inline Images Global PreferenceNextGen | Set file attachment preference to include files when saving an email to NetSuite

FAQs

FAQ: Learn about email rollup so you can see all email activity at the parent levelNextGen | Learn which child records will automatically roll up emails to parent records
FAQ: Gmail Subtab (Deprecated)NextGen | Understand why the Gmail subtab is being deprecated
FAQ: Determine the NetSuite connection you have for CloudExtend Gmail for NetSuite NextGenNextGen | Know when you are connected to NetSuite Production or Test drive
FAQ: Change the theme of CloudExtend Gmail for NetSuite NextGenNextGen | Look at the theme options you have when you are using CloudExtend Gmail for NetSuite NextGen
FAQ: Record types supported by CloudExtend Gmail for NetSuite NextGenNextGen | See list of record types supported by CloudExtend Gmail for NetSuite NextGen
FAQ: Understand CloudExtend Gmail for NetSuite NextGen SettingsNextGen | The settings section enables you to customize the CloudExtend settings
FAQ: Relevance of the Celigo icon on the email threadNextGen | Know the difference of the buttons that you see on a sync email using CloudExtend
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
FAQ: Include Dependent Record FeatureNextGen | Limit the number of dependent records pulled by CloudExtend
FAQ: How are labels generated when you save email using AutopilotNextGen | Learn how labels are generated when emails are saved using Autopilot
FAQ: Include names in suggestionsNextGen | Learn how include names in suggestion feature work