CloudExtend Gmail for NetSuite NextGen

Learn the ins and outs of CloudExtend NextGen application

Justine Burdo avatar Elise Gonzales avatar
34 articles in this collection
Written by 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 yesterday

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

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 today

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
Elise Gonzales avatar
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: How to Use Group Gmail Account to Manage Emails

NextGen | This article will show you how to use the CloudExtend Gmail for NetSuite NextGen for Group Gmail Account 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 today

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: Disable Celigo Send button from the App

NextGen | Disabling the Celigo Sent button
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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