The CloudExtend team has been working around the clock on this release with the primary focus on improving speed and reliability. In order to do this, we've built a new back end that will attach emails and files in an asynchronous manner. In short, this means more speed and reliability, and support for larger file attachments up to the max allowed by NetSuite.
Get Early Access
CloudExtend Outlook is available for preview now and installs in just a few seconds. Check with your Admin and if they give you the OK then learn how to install it here.
In order to maximize performance please ensure that your users all have the ‘use access tokens’ feature enabled in their account. Once enabled, users will login one time with a password and then a token / secret will be automatically generated for subsequent logins. Not only is this faster, it is also NetSuite’s recommended approach for being more secure.
Please also ensure that REST calls are enabled on your Exchange server. If REST calls are not enabled CloudExtend will fall back to the current synchronous approach and your users will miss out on improved performance. If you're running Exchange online this is typically enabled by default.
Get back to work faster after attaching
Prior to this release users would click 'attach' and then wait for NetSuite to confirm that the message was attached. While this generally took 1-2 seconds it could take longer if your NetSuite account was busy.
With the new release, users can click attach and then move on to other emails without having to wait for a confirmation from NetSuite. After clicking attach, CloudExtend immediately adds the email and files to a processing queue in NetSuite where it ultimately gets attached to the desired NetSuite record. Admins take note - we are leveraging NetSuite's asynchronous process and this will reduce the amount of time requests occupy in your concurrency slots compared to the previous method.
New record types available for attaching to
We’ve added support for attaching to RMA's, Vendor RMA's, Customer Deposits, and Expense Reports. Note, a bundle update is required for this and is expected to be pushed in mid July, 2020.
Improved reliability for file attachments
We’ve eliminated many of the technical complexities and prerequisites that led to file attachment issues and have leveraged new API’s made available by Microsoft for further improvements. Previously users that moved an email to their inbox from another folder had to wait for their Exchange Server to catch up before attaching their email. Users can now attach emails immediately after moving them. This has also set the stage for new features coming soon such as Autopilot and support for attaching files from shared mailboxes which is a priority for us.
File attachment locations
Previously file attachments were stored under the CloudExtendFiles folder which, in some cases, caused permission issues. File attachments will now be stored in the default NetSuite folder called ‘Attachments Received’ under the name of the user that attached them.
Support for larger attachments
This new release also includes support for larger file attachments. The previous 4MB limit is now 10 MB, the max allowed by NetSuite. Our Enterprise Edition customers can continue to leverage our OneDrive for Business and SharePoint integration to include file attachments up to 150 MB in size and to associate files up to 100 GB (yes GB) in size with NetSuite records.
Introduction of a new UI
We're making a few small changes to the UI in this release. We think you'll like them. This is just the beginning of a larger change that our UX team is working one.
With this release you will be able to get analytics and learn how often the Cloud Extend App is being used and by who. Check out this article to learn how to see your stats.
Since you no longer need to wait for confirmation for every email attached we wanted to be able to alert you if any issues occur during background processing. If there is an error you will see a red dot on the status icon. Click on the status icon and you can see the status of your messages over a 14 day period.
We're far from done!
After this release the team will be putting the finishing touches on Autopilot, and shared mailbox support (logo out, file attach)