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Email Sync: Attaching to NetSuite while composing an email in Outlook

OLNS | How to attach emails to NetSuite when composing or replying to an email

Updated over a week ago

Attaching emails to NetSuite from compose made is fast and easy. View this short video or follow the step-by-step instructions below.

Step 1: Enter all the relevant information into your message. Click on the CloudExtend NetSuite button if you do not have CloudExtend pinned (which we recommend by clicking on the pin). This will ensure the application stays on the screen at all times.
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Step 2: Choose if you want CloudExtend to Suggest Related Records for you or if you want to Search for Records manually. (Learn more about searching options here.) In this example, I chose the Suggest Related Records option.

(1) Choose the record or records you want to attach the email to.

(2) Click Save Email.

(3) Remember to send your email.

πŸ’‘ Note:

When in compose mode Autopilot is not available but you can do the following:

  • Go to your Sent Items folder and you can activate Autopilot from there

  • If you have activated email address sync (Autopilot 2.0) to the email address you are sending the email to, no need to do anything! It will automatically sync the email to the record associated and any future correspondence.

Limitations:

  • CloudExtend currently doesn't support file attachments in compose mode
    If you want to attach an email along with files, open the email from the sent folder and then use CloudExtend to attach.

  • Autopilot is not available in compose mode

    Go to your Sent Items folder and you can activate Autopilot from there

  • No categories will be generated for emails saved in compose mode

    Categories are not fully supported by the Microsoft API when attaching emails via compose mode. Know more about it here.

🚨 IMPORTANT: Always remember to send your email after you attach it to NetSuite records. We recommend that you do not change the message content after attaching the email.

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