Day to Day Operations
Day-to-day workflows for saving emails and working with NetSuite records
29 articles
Syncing Emails
Find everything you need to know about syncing emails to NetSuite here
Email Sync: Set Filter for search results to reduce record clutter in ExtendSync Google NetSuiteExtendSync Google | Filter on what records you want auto-fetched when selecting an email to sync
Email Sync: Learn how to Save an Email to NetSuite using ExtendSync for GoogleExtendSync Google | Sync email once or turn on the AutoPilot
Email Sync: How to save emails when in reply or compose mode using ExtendSync GoogleExtendSync Google | Sync outbound emails to NetSuite from Compose or Reply
Email Sync: Search for NetSuite records you want to link your emails using ExtendSync GoogleExtendSync Google | Use Auto-Search and Manual Search to associate emails with NetSuite records
Email Sync: Select Records and Save Emails with AttachmentsExtendSync Google | Learn how to attach emails and include file attachments
Email Sync: How does Shared Association work for ExtendSync Google?ExtendSync Google | Learn how Shared Association works and other visual cues
Email Sync: Where are emails saved via ExtendSync Google stored in NetSuite?ExtendSync Google | Where are emails and attachments saved in NetSuite?
Email Sync: File Attachment and Inline Images Global Preference for ExtendSync GoogleExtendSync Google | Set file attachment preference to include files when saving an email to NetSuite
Email Sync: Shared or Group Gmail Mailbox ConfigurationExtendSync Google | Configure ExtendSync for shared or group Gmail mailboxes
Manage NetSuite Records in Gmail
Learn how to create, edit, and view NetSuite records without leaving Gmail
Manage Records: Creating New NetSuite records using ExtendSync for Google NetSuiteExtendSync Google | See how to create records via the application
Manage Records: Add or remove fields when creating or editing records using ExtendSync for Google NetSuiteExtendSync Google | Learn how to configure native and custom fields for supported record types
Manage Records: Edit Existing NetSuite records using ExtendSync GoogleExtendSync Google | Edit records without going to NetSuite
Manage Records: How to Create a Prospect Record with ExtendSync GoogleExtendSync Google | Learn how to create Prospect record in Gmail
Manage Records: How to Create a Lead Record with ExtendSync GoogleExtendSync Google | Learn how to create Lead record in Gmail
Manage Records: How to Create a Contact Record with ExtendSync GoogleExtendSync Google | Know how to create Contact record in Gmail
Manage Records: How to Create a Customer Record with ExtendSync GoogleExtendSync Google | Learn how to create Customer record in Gmail
Manage Records: How to Create a Task Record with ExtendSync GoogleExtendSync Google | Know how to create Task record in Gmail
Manage Records: How to Create a Support Case with ExtendSync GoogleExtendSync Google | Know how to create support case in Gmail
Manage Records: How to Create an Opportunity with ExtendSync GoogleExtendSync Google | Know how to create an opportunity in Gmail
Manage Records: How to Create a Vendor Record with ExtendSync GoogleExtendSync Google | Know how to create Vendor record in Gmail
Manage Records: How to Create a Partner Record with ExtendSync GoogleExtendSync Google | Know how to create Partner record in Gmail
Google Drive Tab
Learn how to associate Google Drive files and folders to NetSuite records
Google Drive: Attaching Google Drive files and/or folders to NetSuite recordsExtendSync Google | How to attach Google Drive files or folders to NetSuite records
Google Drive: Add or Remove the Google Drive tab on NetSuite recordsExtendSync Google | How to enable Google Drive for other native and custom record types
Google Drive: Can I create a saved search to show what Google Drive files are attached to a specific record(s)?ExtendSync Google | How to create a saved search to see what Google Drive files are attached to NetSuite records
Google Drive: Does ExtendSync Google Drive Support Shared Drives?ExtendSync Google | Using Google Shared Drives with CloudExtend
Google Drive: Bulk upload your Google Drive files and folders to ExtendSync Google Drive tabExtendSync Google | Admin guide to bulk-associate Google Drive files with NetSuite records
ExtendSync Gmail Analytics
View status on how your application helps you to stay productive
Overview: ExtendSync for Google NetSuite AnalyticsExtendSync Google | VSee how ExtendSync helps you stay productive
FAQ: Time Saved Calculation (ExtendSync for Google NetSuite Analytics)ExtendSync Google | How much time did you save using ExtendSync
FAQ: How to Turn ExtendSync for Google NetSuite Analytics On or OffExtendSync Google | Enable or disable Analytics in the ExtendSync panel