4.5.5.0

4.5.3.0

4.5.2.0

4.5.2.0

4.5.2.0

4.5.1.0

4.5.0.0

4.4.7.2

4.4.7.1

4.2.6.0

4.1.5.0

4.1.3.0

4.1.2.0

4.1.1.1

4.0.0.9

4.0.0.0

3.X (Click here to see release notes for previous versions)

Once your organization subscribes to Calendar Autopilot plan, your Admin will see the plan in their Admin portal and assign licenses accordingly.

In the Accounts section admins can configure the Calendar Autopilot setup by following these steps. Once configured, users can be added via the Licenses tab.

To learn more about Calendar Autopilot and how it works please refer to this article.

If your organization has purchased Calendar Autopilot as a standalone package without also licensing the Enterprise or Group Edition, users will be restricted from using the app to associate emails with NetSuite records. Users would, however, retain full functionality of the app for associating events with NetSuite records. Should a user with a standalone package only try to open CloudExtend when viewing an email they would see the screen below.

A Group or Enterprise subscription is required if you wish to associate emails to NetSuite records. Enterprise subscribers get access to OneDrive and Autopilot as well.

With this release, users now have an option to login to the new version directly from the login app rather than logging into Legacy app first and then switching to new app.

You will be asked to sign in with your Microsoft account when you click on Login to New App. We recommend you use the new app itself for an enhanced experience as we are going to deprecate the Legacy version on August 6th, 2024.

The legacy version of CloudExtend Outlook will be deprecated on August 6th, 2024. Starting from August 6th you will only have access to the new version. To learn more about the new version and what benefits you would get please refer to this.

Before this release, if user had to enable Email Autopilot for a particular email and they also wanted to sync attachments as well for the current email while doing that, there was no option for user to do both at once. They would be able to start the Email Autopilot but not select attachments for first email. This is now supported. Users will be able to associate the first email with attachment and also start Email Autopilot in one operation only.

Note that the attachment selection is only for the first email and not for subsequent emails. We are currently working on a feature where you can configure if you want attachments for future emails as well to sync. This will come in a future release.

Issue with syncing emails with attachments: There was an issue that some of our users were facing with the NextGen version where they were unable to sync an email with attachments to NetSuite records due to an issue. We were able to find the cause for this and fix it. Users should now be able to associate an email with attachments without any issues.

Issue with Outlook to NetSuite calendar sync:

Beta app stuck at Welcome screen in Edit mode for Events: There was an issue with associating Calendar Events manually to NetSuite records in Edit mode of an Event. Users were seeing the Welcome screen which says "Open an email to get started". They were unable to navigate to the next screen which shows the available records and allows them to associate the calendar event to NetSuite records.

This is fixed now. Users will be navigated to contextual screen which shows Available records and the option to associate the Calendar event to the NetSuite record(s) of their choice.

Sync newly created events: Any new event you create in Outlook or NetSuite will sync to the other system within seconds with all details intact.

Sync updates or deletes: Any updates you make to an event in either Outlook or NetSuite will sync to the other system. If you have deleted an event from NetSuite, it would be deleted from Outlook and vice versa.

Sync recurring events: We also support sync of recurring events from Outlook to NetSuite and NetSuite to Outlook. Create, update and delete of recurring events will sync without any issues.
NOTE: We currently do not support syncing of update/delete of a single instance of recurring event in either system, but it will come in a future release.

Sync events with correct access level: All your events will be synced with correct access level so that your private or public events stay the same when they are synced over to other system i.e. Outlook or NetSuite. The following mapping is followed in the bi-directional sync between Outlook and NetSuite.

NetSuite to Outlook

Outlook to NetSuite

If you have been invited to an event in the NetSuite calendar and that event got synced to your Outlook calendar and you responded with Yes/No in Outlook/NetSuite, then that response is not syncing back to the NetSuite/Outlook event. This is only for events created inside NetSuite. A fix for this is coming soon.

We currently do not support syncing of update/delete of a single instance of recurring event in either system. A fix for this will be provided in an upcoming release.

When the time zone you are working in, and your NetSuite admin's time zone are different there are some edge cases that might fail. We will be closely monitoring such issues and work on resolutions in future releases.

Issue with applying category in Windows desktop for Delegated Mailbox: There is an issue where after successful association either One time or through Autopilot, we are unable to apply the category Synced by CloudExtend or CloudExtend Autopilot in a delegated mailbox. We are working on finding the root cause of this.

You should now be able to view all your associations that were done in your existing add in, in the beta version as well, in the Associated records section. You would need to go to Settings and enable a setting in Advanced Options called Include old app associations and this would bring in your old app associations in beta version of NextGen.

Note: Enabling this setting will slow down the load of Available records for each of your email. So, we recommend you enable this when needed and turn it off after that.

We have made some improvements to the load time of Available records for a given Calendar event in the beta version when Calendar Autopilot is enabled. In the previous release, if you had Calendar Autopilot enabled and you were trying to associate a calendar event to other set of entity records or transaction records, the available records would take longer time to load. This is improved now, and the records should load faster.

Note: If you open a single occurrence of a recurring event and try to view the Available records, the load time is still the same as we have to fetch the event details using Microsoft API. This is only if you open a single occurrence of a recurring event and try to manually associate it to entity or transaction records.

Optional attendees being synced as Required when manually associated using beta version: There was an issue with associating Calendar events manually where optional attendees were being synced as Required. This is fixed in the beta version now.

Associated Records not showing up in some cases for events synced via Calendar Autopilot: There was an issue where if there was a Calendar event which had attendees, but they didn't have matching entity records in NetSuite, then in that case, Associated records were not showing up in the add in. This is fixed now.

Issue with syncing description of event in some cases: There was an issue with syncing description of Calendar event when manually associated in the case where the invite was coming from a gmail id. This is fixed now.

Once the Event Autopilot is configured, users will no longer need to manually open CloudExtend to associate events. Any new Outlook event you create or any event you modify, will be reflected in NetSuite automatically. This will give everyone in your organization more visibility into your customer meetings, etc. Event Autopilot will auto associate the event to all entity records matching the attendees in your Outlook event. And, you'll still have the option of manually associating it with other record types such as transactions or support cases.

With this release, you can now see if someone else in your organization with a CloudExtend license has already associated the same calendar event to NetSuite records. This will help avoid duplicate work. Even with Event Autopilot, if you were invited to an event and another attendee in the same event has Event Autopilot enabled, then that event would have synced to NetSuite and you can see the associated records in Associated records section.

All your Outlook events will sync with the correct access level in NetSuite. All public events will be synced as public events in NetSuite. All your private events in Outlook will be synced as Show as Busy in NetSuite as the behavior of private events in Outlook is similar to that of Show as Busy in NetSuite.

Note: Calendar permissions are left to the user so that they can maintain the same access level in both Outlook and NetSuite. If an event was public in Outlook but not visible to others in Outlook because your calendar was not shared, and you want the same behaviour in NetSuite after the sync completes then we recommend having similar permissions set for your NetSuite Calendar as well so that event is not visible to others.

In addition to single day events, your recurring meetings in Outlook will also sync to NetSuite. Updating the series, deleting the series, updating attendees, location, time, etec., will all auto sync to NetSuite.

Note: There is an issue with syncing updates to a single instance of the series due to a limitation of the Outlook API. We'll monitor the API and adjust accordingly as the limitations are mitigated.

With this release, you can still manually associate events to other NetSuite entity records, Transactions and Support Cases without duplicate events getting created in NetSuite. Manual association would work in the following way:

Updating or deleting a single occurrence of recurring event will not sync to NetSuite due to an Outlook API limitation.

Multi day events in Outlook do not sync to NetSuite as NetSuite does not have the concept of a multi-day event. This will be part of a future release. Our team will work on a resolution for this in a future update.

For users that don't want to use Event Autopilot and want to continue associating events to transactions or support cases, the manual Resync option is not available in the beta app.

The complete UI is redesigned so that it's easy for users to search and associate emails, create records, and much more.

In the beta version, a user's CloudExtend license is tied to their Microsoft account and not their NetSuite account like their current version. In the current app if the user had to switch a role or use a different NetSuite account, they had to sign out each time. In the new version users can now login once with their Microsoft account and CloudExtend would create the user's identity in the background. Once done, the user can add as many NetSuite connections as possible and use the add-in in that connection’s context.

In the beta version, once you login with your Microsoft account, you can connect to your NetSuite account by entering your account number and clicking on Connect. This will then redirect you to your NetSuite login screen where you can enter the credentials or use SSO whichever login method is set for your NetSuite account, select a role you want to work with. Once done, you can now use this connection in the add in. You can also add new connections by selecting the Connections option in Left Menu and clicking on Add. You can either connect to same NetSuite account and different role or completely different NetSuite account. There are no restrictions on the number of connections you can create. You can also rename your connections to have a more user-friendly name.

We have a global search bar now which you can use to quickly search for NetSuite records and associate either One time or for Autopilot. This would mimic NetSuite global search and would return you results that NetSuite would return in its global search. This search bar also allows you to select multiple matches at once and select them for association.

Beta version will now support searching and associating to custom records in your NetSuite account. It also comes with support for some additional standard record types that are not supported in current version. Full list of supported record types can be found here.

Having an email associated multiple times by different users in an organization was a genuine concern. With this release, users will now be notified if the email they are trying to associate has already been associated with NetSuite records. If they have permission to view those records, then they can see that as well else they would just be shown an indication that this email was already associated. Purple colour indication is used to show that this email was already associated by someone else in the organization to these NetSuite records.

With the new UI it's easy to set a thread or email based on Autopilot. It also gives users a warning before they set something on email Autopilot so that they are aware of the automation they are going to set. This will to some extent minimize the number of emails getting attached to wrong NetSuite record.

This setting was added so that the available records for a given contextual email loads faster. By default, 25 related records for each record would be fetched. User can turn this setting on, but it might result in longer load times if there are many dependent records for a given record in NetSuite.

New and improved UI for Creating records from within the add in. We also have added support for new record types that you can create from the add in. For instance, you can now create Support Cases right from within the add in without having to go to NetSuite. For records that do not support Create from the add in Create from NetSuite link is provided so that they can quickly navigate to NetSuite from the add in. There are also improvements made to Configure fields view where you can mark fields as mandatory based on your custom forms and add or remove fields from the Create Record form.

Messages with attachments will be processed using asynchronous mode, enabling users to save valuable time by not having to wait for associations to be completed before working on their next email. To check the status of associations, users can utilize the provided check option within the app. Pending association records will be indicated in amber, and once associated, they will be shown in green, ensuring a streamlined workflow and improved productivity.

Users can now view additional information related to Available records by hovering over the record name like name, email, phone number.

Users have the option to change the theme of the app to dark mode or light mode in the new version. We also have predefined colours for NetSuite connections – Orange theme for Sandbox connections, Green for Production and Blue for Test drive connections so that the user is always aware of the connection they are in context of and to which NetSuite account the updates are being pushed.

The infrastructure and the frameworks we use to build the app have been upgraded. There should be a significant improvement in app responsiveness and its performance.

If you are an admin, this feature will be of immense help to you. Once you install the SuiteApp that is required for you to try out the beta version, a saved search will be automatically created in your NetSuite account named CloudExtend MailApps - Usage Metrics that would help you track the number of associations: Manual, Email Autopilot based, and Thread Autopilot based for all your users. This will help you see which users are using the automation using CloudExtend and associating mails to NetSuite records.

Status logs - Status logs for your async associations or Autopilot associations are right now not there in beta but will be coming soon in future release.

Beta is not available for User Edition users - Right now only Enterprise and Group Edition users will have the option to try out the beta application. Support for Personal edition users to try out the beta application will be coming soon in a future release.

Recently Updated records section - This section is not present on the home page for new app. This will be part of the new app based on the feedback we get.

Beta version not available in new window when composing an email or event - Beta version will not be available in new window that pops up when you compose a message or event. This issue will be resolved when we move out of beta and all users have access to the new application only.

Fixed issue with assigning the wrong Recipient for mail when associating to NetSuite Record via Autopilot:

There was an issue with wrong entity being set in the Recipient field of message record in NetSuite when a user set an email from Sent Items on Autopilot to be synced to his entity record in NetSuite. It was showing the wrong Recipient entity record in NetSuite. This is fixed now. It should show the correct Recipient entity for the message for above case.

Fixed UI issue where matching records were hidden behind the Autopilot UI:

When user had a considerable list of matching records for their current email and they tried to view all records, there was a UI issue that was preventing users from viewing the complete list as shown in the screenshot. This is now fixed and the complete record list can be viewed.

Fixed issue with attaching read only files in user's SharePoint using One Drive Integration: If user was part of a SharePoint site where he was a member and had only View access to some files, those files were not available for user to search for and attach in CloudExtend Files tab. This is now fixed.

Fixed an issue where the external id was not being populated for events and messages in Compose mode: There was an issue where external id was not being populated when we associate emails or events to NetSuite records in Compose mode via the add in. This was causing emails attached by CloudExtend to be undercounted in admin dashboards. This is fixed now, and external id should be populated for such mails and events. For more details on how to track usage metrics please refer to this article.

Fixed UI issue with a confirmation dialog in Auto Associations view: There was an issue where when trying to remove an Email Association to NetSuite record in Auto Associations view, if the record name was long the Yes/No options were not visible to user. This is fixed now.

Unable to associate mails in Sandbox account from search view: Users were facing a UI glitch when they were logged in with the NetSuite sandbox account because of which the Associate option was disabled and users were not able to associate emails to NetSuite records. This is fixed now.

Record Search View Autopilot 2.0 support: During the initial release of Autopilot 2.0 the ability to set an email address or an email thread to autopilot in the Record search view was not supported. With the new release, users are now able to set a thread or an email address on Autopilot using the search result screen by searching for specific records using the Search icon.

View all records view Autopilot 2.0 support: Before Autopilot 2.0 users were able to expand and see all the record suggestions when there are multiple suggested records available and to set Autopilot from that screen. This was not possible with the release of Autopilot 2.0. This oversight has been addressed with this release.

Shared Mailbox Autopilot 2.0 support: Users can now use Autopilot 2.0 features while using appropriately licensed shared mailboxes

Theme Update (Client App): This release comes with theming changes to reflect the new product logo and branding to provide a refreshing experience to our customers.

New best practice guide: created to help you understand more about when to use each of the CloudExtend Autopilot options

Sticky behavior added to the Autopilot tab and options: We have introduced a sticky behavior for both the Autopilot tab and the options under the Autopilot tab.

The sticky behavior works in the following way:

Login with Basic Credentials would not work

NetSuite has deprecated the ability for users to log into NetSuite with a username and password (except for the standard user interface, i.e., www.netsuite.com). From the CloudExtend Outlook for NetSuite v4.0.0 onwards, users will no longer be able to log in using basic credentials. (Learn how to fix this).

Set email address to be automatically synchronized

Single screen to view and remove all the Autopilot 2.0 associations

Autopilot Status Log

Stay on top of what’s happening with your emails with intuitive and simple user experience

In Autopilot 1.0, users were able to set a thread on Autopilot using the search result screen by searching for specific records using the Search icon. However, for this release users will not be able to set Autopilot from the search screen. This is a temporary limitation, and this will be fixed in the next release.

With Autopilot 1.0 users were able to first associate the email with attachments and then set it for Autopilot. With the new release, users will not have that option for emails synced via an email address. As a workaround users can forward the email to themselves and then associate it to NetSuite with attachments. We are working on a fix for this which will be available in a future release.