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.
Step 1: Install CloudExtend Outlook on Desktop or web
Step 2: Logging into CloudExtend Outlook
Step 3: Pin CloudExtend to keep the App open as you move from email to email
Step 4: Configure records that will be auto-fetched
Step 5: Setup categories to identify if an email has already been saved to NetSuite
Step 6: How to attach emails to NetSuite (including saving attachments)
Step 7: How to save emails to NetSuite while in Compose mode
Step 8: Learn how to create new Customer, Contacts, Tasks, Prospects, Leads and Opportunities from Outlook
Step 9: How to save Calendar events to NetSuite records
**ENTERPRISE USERS ONLY**
Step 1: Learn when to use Autopilot
Step 2: Save emails from your Mobile device
Step 3: Save OneDrive or SharePoint files to NetSuite