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Date: Nov 2022
About this Release
The CloudExtend Outlook for NetSuite v 4.0 is the latest version of CloudExtend Outlook for NetSuite and is the successor to CloudExtend Outlook for NetSuite v 3.5.3. This release comes with a major feature upgrade to Autopilot.
What’s New in this Release
The CloudExtend Outlook for NetSuite v 4.0 contains the following new features.
For detailed instructions and a video on how to use Autopilot 2.0 click here.
Autopilot 2.0 (for customers with our Enterprise Edition)
Autopilot 2.0 is the latest release of Autopilot, our most-used enterprise feature. In addition to all the capabilities of Autopilot 1.0, the latest version of Autopilot can now be email-based—instead of tracking an email thread, you can now put the sender or recipient email address on Autopilot.
Set email address to be automatically synchronized
When you receive an email, you will now be able to monitor all future communications to or from a specific email address and have that email attached to just the right NetSuite records with zero clicks. For example, firstname.lastname@example.org sends an email. You can have every single email to or from email@example.com sync to one or more NetSuite records. You would only need to set it once.
Single screen to view and remove all the Autopilot 2.0 associations
Users can simply navigate to a central location where they can search for an email address set for automatic synchronization and see the NetSuite records they are associated with. Users can also remove the email address and its associations so further emails from that email address will not be automatically synchronized with NetSuite.
Autopilot Status Log
Autopilot Status Log view is updated to allow users to view the status of all Autopilot syncs. The feature includes a new sub-tab under Autopilot to keep track of Autopilot-enabled activities, i.e., thread-based and Autopilot 2.0 (to/from) associations. The CloudExtend add-on will display the status of the association, ie successfully synchronized, pending, or failed to synchronize.
Stay on top of what’s happening with your emails with intuitive and simple user experience
Visual cues enable users to see right away if the email is on Autopilot, thus saving valuable time, eliminating redundant clicks, and ensuring that everyone in the organization has access to this communication in NetSuite.
What Has Changed in this Release
This release does not contain any feature enhancements, feature deprecations, and feature removals.
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.