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Settings in CloudExtend Gmail

The Settings section enables you to customize the CloudExtend Gmail as per your preferences. Select the radio button and Save Changes.

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NetSuite Connection in Context :

This gives information about the NetSuite session that is linked to CloudExtend App. 

NetSuite Connection :

Click this link if you want to update your linked NetSuite connection . It is required that your logged in NetSuite session always matches the NetSuite connection. Learn More 

Authorize CloudExtend Gmail

This option enables you to access Gmail from NetSuite (a Gmail subsection is available in the NetSuite records). You will receive the following email message after you click Authorize.

App Preferences :

Auto-load the App

When Enabled - The App will load automatically when Gmail page is refreshed.

When Disabled - The App will load in minimized state and will open when the user presses the Celigo logo button in the mail. 
 
Auto-fetch related records 
When this setting is enabled, and whenever an email is opened, CloudExtend app automatically searches for sender, recipient, CC emails, and any number greater than 4 digits (using NetSuite Global search to populate the relevant records). When this setting is disabled, user needs to click on the Celigo “O” button to fetch the related records.
 
Sync Preferences :
 
Include attachments by default :
 
Enable this to to set up the App to include attachments by default on each email.
 
Auto create missing Sender/Recipient :
When this is enabled CloudExtend will auto create contacts for missing sender/recipient entities in NetSuite .
When this setting is unchecked, users will be required to select a matching entities from NetSuite as  sender/recipient entities or create a new contact before they can attach email to NetSuite records
 
Troubleshooting
Click this link to download the current execution logs. In case of any errors or functionality issues download these logs and send them to the Celigo support via a support ticket . These logs help support engineers understand the context of an issue or an error. 

 

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