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Using Global Search with CloudExtend for Gmail

Using Global Search with CloudExtend for Gmail

One of the really cool features of CloudExtend for Gmail is the ability to attach to multiple records at a time using our Global Search. Below is an example of a search that would attach the email to Sales Order 1022 and Sales Order 3200.

Note: OR must be capitalized. Our global search replicates NetSuite's global search which is case sensitive and requires capitalization (or is different than OR).

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