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CloudExtend Outlook for NetSuite
Getting Started
For End Users
End-Users: Attach Outlook emails to NetSuite via your Mobile device
End-Users: Attach Outlook emails to NetSuite via your Mobile device

OLNS | Enterprise users using the Outlook app on a mobile device can attach emails to NetSuite records with native Outlook application

Updated over a week ago

CloudExtend Outlook for NetSuite is designed to work on both Android and iOS versions of Outlook. For Android, Outlook ver 3 or higher is required.

❗️Note, that at present only basic credentials are supported (not SSO or TBA). Because of this, you will be required to use your username and password to log in. The role you log in with must not have two-factor authentication enabled.

As long as you have installed CloudExtend on your Outlook desktop/browser app the CloudExtend add-in should appear natively in the Outlook App on your device. If it does not then you can also install directly from your mobile device. 

Steps to saving Outlook emails to NetSuite via your mobile device:

Step 1: Open the Outlook app on your device.

Step 2: Open an email you want to save to NetSuite.

Step 3: Click on the 3 dots at the top right-hand corner of the email.

Step 4: Click on the CloudExtend button at the bottom.  This will search and display any matching NetSuite entities. 

Step 5: Either choose one or multiple records to attach the email to OR choose search for more records and manually search for the record you want to attach the email to.

Step 6: Click Attach.  This email will now be saved to the NetSuite record under the communication tab.

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