Sync attachments on Autopilot

CloudExtend
1

I have successfully synced an email address on Autopilot. Now all future emails to/from this address will sync to the same NetSuite record.
I noticed attachments did not sync on Autopilot. Is it possible to have them sync as well?

2

Hi Chris,

Thanks for your questions! If you are using Email Autopilot, you can include the attachment by using the clip icon that you see besides the record name. This will let you choose if you want to include attachments:

  • Current Emails
  • Future Emails

Since you mentioned that email has been attached, we remove the associate then select the attachment preference.

Step 1:Go to the email thread. At the top portion of the ExtendSync panel, click the three dots.

Step 2: Select the record that you need to remove the association from the Association records list.

Step 3: Click Remove.
​Step 4 (Optional): For emails on Autopilot, turn off the email sync. Check the steps here.

Step 5: This will remove the association, try to save the email again and include the file attachments.

The image illustrates a user interface for managing emails with options for monitoring Autopilot status, including attachments and images in the current and future emails, and syncing replies to NetSuite. (Captioned by AI)
The image illustrates a user interface for managing emails with options for monitoring Autopilot status, including attachments and images in the current and future emails, and syncing replies to NetSuite. (Captioned by AI)926×828 135 KB

Here a short video on how it works!

Hope it helps!