There are several end user level customizations that we recommend before you start using the app:

Change the Message Tab View in NetSuite

NetSuite requires that an email address be associated with an entity. In some cases end users will attach an email to a NetSuite record where the sender or recipient is not related to the record. In order to properly display the sender/recipient we suggest that you modify the messages view in NetSuite to show email addresses as opposed to entities.

Pin CloudExtend Task Pane

Find Records Faster

Decide what records you want pulled back in the auto search. This allows you to see results with one click. Records not included can still be manually searched.

Create Outlook Categories

CloudExtend will attempt to automatically create and apply categories for you. Depending on your Outlook and Exchange versions you may need to create them manually.

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