Why Are We Updating CloudExtend Excel Data Management?

Put simply, you asked, and we listened. We’ve collected tons of feedback from you, our users, and we’ve taken that feedback to build an improved version of our application with improvements to all areas of the application.

What’s in it for you?

Glad you asked…here's a short list (a full comparison can be found in this article).

  • Improved template builder: The template builder now allows users to build templates faster by selecting more than one field at a time

    • All fields, not just the first 100, are available in the UI

    • Re-arranging fields is easier than ever. Previously, to move a field from the bottom to the top meant that a user had to drag it up to the top of the screen, stop, and start again, repeating until complete. Now users can drag, and the screen will scroll with them to wherever they wish.

  • CloudExtend Federated Identity:

    • In the current app, the user’s identity is tied to his/her NetSuite login and if the user had to switch a role or use a different NS account, they had to sign out each time. In the latest version, we have improved this. Users can now login once with their Microsoft Office 365 account and CloudExtend would create a user’s identity in the background. Once done, the user can add as many NetSuite connections as they want and use the add-in in that connection’s context.

  • Improved template sharing:

    • Customers have asked for the ability to have a corporate template repository. The application has been architected to support this functionality and we expect to add it sometime after the new app is released to production.

  • Faster UI: Moving around the UI is markedly faster.

  • Multi-select fields are now supported

  • Emptying a field value is easier (improvements to the UI to make it easier to set field values to null)

  • Feature parity with legacy SmartClient: Toward the end of the beta, we’ll be adding features that were previously available only in our legacy Windows only app, the SmartClient. Users will now be able to update item pricing and manage transactions with serialized and lot numbered inventory as well as bins

  • Access unlimited NetSuite accounts: You'll no longer be tied down to a single NetSuite account and will be able to access multiple production, sandbox, and test drive accounts, all from the same NetSuite login.

  • Burst Mode for everyone: All users will have access to Burst Mode

  • Improved picklist: The pick list pane is now moved to the bottom of the Excel task pane and can be expanded upward to see more values.

  • Theme Support: Support for dark mode

What's Missing?

There are a couple of things missing from the beta app, at least for now. They'll be here soon.

  • Pre-built templates for popular record types to give new users a head start is coming soon.

  • You will not have access to templates you've created in the past

    • Don't worry, these will be available when we move to production

    • Meanwhile, if you open a workbook that has one of your existing templates already loaded, and then open the beta app, you will be able to use the template.

How do I give feedback

Feedback can be provided to support using the chat icon in the app or by sending an email to cloudextend-support@celigo.com.

How to Install the Beta

Click here for step-by-step instructions for installing the beta.

Next Steps

Visit our support site chock full of detailed information, screenshots, and videos to continue learning more about the next generation of our CloudExtend Excel applications.

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