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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 this week

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.

❗️ Please note that you can access CloudExtend in the same manner online or within the app, whether you're using TBA, SSO, or logging in with basic credentials.

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: Choose the save method to store emails to NetSuite.


FAQ

🔵 Will it continue to process Autopilot enabled on the desktop or web when I’m on my mobile device?

  • Yes, autopilot will continue to work when using your phone.

🔵 What is not supported in mobile?

  • Categories are not generated on mobile, but you can check if the email has been stored emails in the available record section of the CloudExtend panel.

  • Microsoft APIs do not currently support categories on mobile. When their API is updated rest assured we'll add support for this as well.

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