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Learn More about CloudExtend Outlook for NetSuite NextGen
25 articles
CloudExtend Outlook NextGen FAQOutlook NextGen | Frequently asked questions
Email Sync: Configure records that you want auto-fetched by CloudExtend Outlook when you click Suggest Related RecordsOutlook NextGen | Filter on what records you want auto-fetched when selecting an email to sync
Email Sync: Learn how to Save an Email to NetSuiteOutlook NextGen | Sync email once or turn on the AutoPilot
Email Sync: How to Select Record and Save Emails with AttachmentsOutlook NextGen | Learn how to select records and sync emails with file attachments
Email Sync: Attaching to NetSuite while composing an email in OutlookOutlook NextGen | How to attach emails to NetSuite when composing or replying to an email
Email Sync: How does Shared Association work?Outlook NextGen | Learn how Shared Association works
Email Sync: Search for NetSuite records you want to link your emailsOutlook NextGen | This article shows you how to use the Auto-Search and Manual search features in associating emails to NetSuite
Email Sync: File Attachment and Inline Images Global PreferenceOutlook NextGen | Set file attachment preference to include files when saving an email to NetSuite
Email Sync: Where are emails saved via CloudExtend Outlook for NetSuite NextGen stored in NetSuite?Outlook NextGen | Where are emails and attachments saved in NetSuite?
Manage Records: How to create a new NetSuite contact, customer, task, prospect, lead or opportunity record from OutlookOLNS | How to create new NetSuite records from CloudExtend Outlook
Manage Records: Create a new NetSuite Contact or Customer record and attach an email to itOLNS | CloudExtend Outlook will give you the option to create a contact or Customer & then attach the email to that newly created record
Manage Records: Search and view NetSuite records in CloudExtend OutlookOLNS | Search and view NetSuite records in CloudExtend Outlook
Manage Records: Creating New NetSuite Records from CloudExtend Outlook for NetSuite NextGenOutlook NextGen | See how to create records via CloudExtend application
Manage Records: Edit Existing NetSuite records from CloudExtend Outlook for NetSuite NextGenOutlook NextGen | Edit records without going to NetSuite
CloudExtend Files
Sync OneDrive for Business or Sharepoint to NetSuite
OneDrive and SharePoint Sync: About CloudExtend OneDrive for Business and SharePoint NetSuite IntegrationOLNS | Learn about the CloudExtend Files Tab and how to sync NetSuite with OneDrive for Business and SharePoint.
OneDrive and SharePoint Sync: Getting Started with OneDrive for Business and SharePointOLNS | Learn how to use NetSuite OneDrive for Business and SharePoint integration
OneDrive and SharePoint Sync: Bulk Upload OneDrive for Business and Sharepoint file associationsOLNS | Learn how to bulk upload OneDrive for Business and Sharepoint file and associate them with NetSuite records
CloudExtend Files Tab AssociationsOLNS | Learn how to create a saved search to show all records with linked documents through the CloudExtend Files tab.
Calendar Sync: Prerequisites and troubleshooting tips for attaching Calendar events to NetSuiteOLNS | Learn about prerequisites and get troubleshooting tips
Calendar Sync: Manually Saving Outlook Calendar events to NetSuite recordsOutlook NextGen | Learn how to attach Outlook Calendar events to NetSuite records