CloudExtend gives users the option to pin the app so it stays on the screen at all times, instead of having to click the CloudExtend app to relaunch it with each email you want to save (see below).

If you are not on O365 or are on an older version of Outlook, you may not have the pin option. In this case, you may want to check off the 'Don't show the welcome page' option, so when you click on the CloudExtend button to save an email it will automatically start searching for records (instead of you having to click 'Suggest related records'.

To turn the welcome page back on see this article.

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