CloudExtend Outlook for NetSuite

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43 articles in this collection
Written by Chris Corcoran, Justine Burdo, and Phani Raj Kuchibhotla
Getting Started

CloudExtend Outlook: Getting Started Guide

7 Steps to configuring CloudExtend Outlook and getting started.
Written by Justine Burdo
Updated this week

CloudExtend Outlook Prerequisites

CEOL The requirements outlined in this article will ensure CloudExtend Outlook functions properly.
Written by Justine Burdo
Updated this week

Install CloudExtend Outlook from Office Store

Install instructions CloudExtend Outlook for NetSuite
Written by Chris Corcoran
Updated this week

3 ways to attach emails to NetSuite

1. Auto search to attach to contacts, customers or vendors 2. Create a new contact & attach 3. Advanced search to attach to other records
Written by Justine Burdo
Updated this week

Auto search to attach emails to contacts, customers or vendors

Auto search to attach emails to contacts, customers or vendors (Freemium + User edition)
Written by Justine Burdo
Updated this week

Create a new NetSuite contact record and attach an email to it

CloudExtend Outlook will give you the option to create a contact & then attach the email to that newly created contact (User Edition)
Written by Justine Burdo
Updated this week

Attach an email to other supported record types then the ones CloudExtend searches for automatically

How to attach emails to other supported records types besides contacts, customers and vendors (Freemium + User Editions)
Written by Justine Burdo
Updated this week

Attaching to NetSuite while composing an Email in Outlook

How do i attached my newly composed emails in Outlook to NetSuite records?
Written by Phani Raj Kuchibhotla
Updated this week

Create a new contact, customer or task record

How to create new NetSuite records from CloudExtend Outlook (User Edition only).
Written by Justine Burdo
Updated this week

Search and view NetSuite records in CloudExtend Outlook

How to search for and view NetSuite record details directly in CloudExtend Outlook (User Edition only).
Written by Justine Burdo
Updated this week

Saving file attachments

How to save file attachments to NetSuite records (User Edition only)
Written by Justine Burdo
Updated this week

Configure fields when viewing a record

You can configure which fields you want displayed when viewing NetSuite records in Outlook (User Edition only)
Written by Justine Burdo
Updated this week

Manage Group Edition licenses and Administrator users

CloudExtend Outlook for NetSuite Group Edition subscribers: Manage your licenses and administrator users via the Admin Portal
Written by Justine Burdo
Updated this week
FAQ

Upgrade from Freemium to User Edition

CEOL | Learn how to upgrade editions and keep all your features.
Written by Justine Burdo
Updated this week

Can I Log Into CloudExtend Outlook using SSO or 2 Factor Authentication?

CEOL | 2FA SSO and TBA information for CloudExtend Outlook
Written by Chris Corcoran
Updated this week

CloudExtend Outlook for NetSuite can be installed by your Office 365 Admin

CEOL | Does your company prohibit access to the Microsoft Office Store? Learn how your admin can provide you access to our App.
Written by Chris Corcoran
Updated over a week ago

Which icons reference which NetSuite record types in CloudExtend Outlook?

CloudExtend Outlook uses Icon to distinguish between different NetSuite records types.
Written by Justine Burdo
Updated this week

How to bypass the welcome page to save emails faster

By checking "Don't show the welcome page", you can save emails faster by eliminating the extra click to save an email.
Written by Justine Burdo
Updated this week

Where are emails and file attachments saved in NetSuite?

How to find where emails and file attachments are stored in NetSuite.
Written by Justine Burdo
Updated this week

Record Types Supported by CloudExtend Outlook for NetSuite

CloudExtend Outlook for NetSuite currently supports the following records
Written by Chris Corcoran
Updated this week

What are the file formats supported by CloudExtend Outlook?

CloudExtend Outlook for NetSuite supports attaching the following file formats to the NetSuite file cabinet.
Written by Justine Burdo
Updated over a week ago

How do I provide feedback or request a feature

Written by Justine Burdo
Updated this week

What are the limits on number of files and size of files that can be attached in a single email?

Written by Justine Burdo
Updated over a week ago

I am composing a new email and want to save it to a NetSuite record, can I?

Written by Justine Burdo
Updated this week

Is there a way to make the CloudExtend toolbar stay on the screen at all times?

Written by Justine Burdo
Updated over a week ago

Differences between NetSuite's Outlook integration and Celigo's CloudExtend Outlook

Learn about current and future differences between "NetSuite for Outlook" and CloudExtend Outlook for NetSuite
Written by Chris Corcoran
Updated this week

CloudExtend Outlook Roadmap

Learn more about what is coming to CloudExtend Outlook for NetSuite
Written by Justine Burdo
Updated this week