Recommended end user customizations to make to CloudExtend Outlook

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

1.  Pin CloudExtend so it remains on your Outlook screen at all times as you move between emails.

2. Configure the records you want auto fetched.  You decide what records you want pulled back in the auto search.

3. Create Outlook Categories to easily identify if an email has already been saved to NetSuite.