What is CloudExtend Outlook?
CloudExtend gives your organization visibility into important communications. Without CloudExtend your important emails remain invisible to others in your inbox. We offer an easy 1-click solution to attach your emails to NetSuite records directly from Outlook and more.
💡 Note: If you are on a Group Edition, the CloudExtend panel will be slightly different. |
Step 1: Install and Login
Step 2: Recommended Customizations for you to make before use (for the best end user experience)
Pin CloudExtend to keep the App open as you move from email to email
Configure records that will be auto-fetched (Learn how CloudExtend searches for matching records here).
Setup categories to identify if an email has already been saved to NetSuite
Step 3: Learn how CloudExtend Outlook for NetSuite works
How to attach emails to NetSuite
Associate Email
Autopilot (Enterprise Only)
What is Auto-Association for Autopilot 2.0?
Where emails are stored in NetSuite?
Understanding your CloudExtend Settings
What are the record types supported by CloudExtend Outlook for NetSuite?
Step 4: Create, Update or View some records in NetSuite via CloudExtend
Step 5: Learn how CloudExtend Calendar Works
**ENTERPRISE USERS ONLY**
Step 1: Learn when to use Autopilot and Best Practices
Step 2: Save emails from your Mobile device
Step 3: Save OneDrive or SharePoint files to NetSuite
Step 4: Setup and use actionable messaging
Why am I seeing a different view?
Free, User and Group Editions do not have access to Autopilot. The Autopilot tab will be deactivated. Reach out to Sales if you want to upgrade. Click here to learn about Autopilot.
If you are on Enterprise but Autopilot is not configured by your admin yet your screen will also look like the one below. Click the chat icon and reach out to support to know the next steps.
If you have any questions or would like a walkthrough please reach out to your Customer Success Manager at cloudextend-success@celigo.com.