The interface elements are described here. The App enables you to search and retrieve relevant NetSuite records based on the content in the email. You can set up the app to include email attachments when you add or create NetSuite records from the email. You can also view history of your actions on the email (all records your email is attached to).
Open an email to view the App menu items and email attachment options.
The App reads the contents in the email and displays matching NetSuite records, based on Sender and also based on Context.
By Sender: The Sender section displays the list of matching records from NetSuite.
By Context: The Context section displays matching NetSuite records based on email content. The Filter feature enables to filter out the records you want to display in the App.
Filter: The Filter feature enables to filter out the records you want to display in the App. Select the radio button ‘Select all record types’ if you want to view all the records. Deselect the records you don’t want to view. To go back to the previous screen, click the back arrow.
The Celigo icon as shown in the screen is used to open the App.