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Attaching an Email to a NetSuite Record

To attach an email to a NetSuite record, keep the email opened and click the record to view the NetSuite details within the Gmail App. You can edit the record, create a filter or open the record in NetSuite. In this example, select the Sender name and click ‘Save Email’ button to attach the email to the record in NetSuite.

The email is attached to the NetSuite record. The list of records the email is attached to is displayed in the History section.

 

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