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FAQ: Understand how CloudExtend searches NetSuite and display results
FAQ: Understand how CloudExtend searches NetSuite and display results

GMNS | Learn how CloudExtend Gmail fetches and orders records

Updated over a week ago

When attaching an email to NetSuite from CloudExtend, once you click on the Celigo Save to NetSuite button, CloudExtend does an auto search for you in NetSuite to bring back relevant records that you may want to attach your emails to. 

Fetching Records:
We search by Sender (1) which will show all the relevant records associated with the Sender's name and email address and we do a contextual (2) search which will show all the relevant records associated with the Recipient's names and email addresses.  

Ordering Records:
Once we have the search results from NetSuite, we sort them based on the exact email match of the sender/recipient at the top, then by the matching sender's name, followed by the rest of the records returned by NetSuite.  

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