Manage Records: Why am I not able to see custom records in CloudExtend Gmail

Gmail NextGen | See why you are not able to see cutom records in CloudExtend Gmail

Updated over a week ago

This may happen if you are using a role in the Gmail app and that does not have access to Custom Records. It can be resolved by adding the Custom Record Types permission to the role and that should enable access to Custom Records in Global search as well as record filters.  

You need NS admin to enable access to custom records.

Step 1: In NetSuite go to Setup > Users/Roles > Manage Roles

Step 2: Select the Role you wish to modify and click Edit.

Step 3: On the Permissions sub-tab, click on Setup. In the permission, list add Custom Record Types with Level View and Save


Did this answer your question?