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)

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.