When you login to CloudExtend app you see two main buttons Suggest related records & Search for records . When you  click on Suggest related records  we auto-fetch matching entities & transactions based on the records you configured to auto fetch

If you have not yet configured your auto fetch records learn more here

Entity Types Supported and how they are fetched

CloudExtend currently supports following entities 

  • Customer
  • Prospects
  • Leads
  • Contacts
  • Partner
  • Vendor
  • Employee

CloudExtend fetches these entities based on email match . We look for From/To/CC email Ids in your email message and search for those email Ids in NetSuite via Global Search, if you are on bundle or via Web Services and then present all the records that NetSuite returns. The records are then ordered in the order that NetSuite returns them. 

  • Jobs

CloudExtend will find a matching job when either of the below are true.

  • When the sender/recipient on the email is listed as the 'primary contact' on a Job
  • When the sender/recipient's email is listed as the email address on the Customer record related to the Job

Transaction Types Supported and how they are fetched

When a transaction match is found, the top 10 (based on created date) will be returned.

  • Opportunity and Estimate
    Prerequisites
    - Configure auto fetch settings to display the records  desired (Job, opportunity, estimate)
    How CloudExtend finds matches
    CloudExtend will find a match when either of the below are true.
    - When the sender/recipient on the email is listed as the 'primary contact' on a Job, Opportunity or Estimate
    - When the sender/recipient's email is listed as the email address on the Customer record related to the Job, Opportunity or Estimate
  •  Cash Sale, Invoice
    Prerequisites
    - Configure auto fetch settings to display the customer record as well as the desired transaction types to be returned
    How CloudExtend finds matches
    CloudExtend will find a match when the below is true.
    - When the sender/recipient is listed as the email address on the customer record the associated transactions will display
  • Purchase Orders, Vendor Bills
    Prerequisites
    - Configure auto fetch settings to display the vendor record as well as the desired transaction types to be returned
    How CloudExtend finds matches
    - When the sender/recipient is listed as the email address on the vendor record the associated transactions will display

Other

If you're unable to find a match with auto fetch, you can always click the 'search icon' to search for your record.

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