What is CloudExtend Outlook NextGen?
CloudExtend gives your organization visibility into important communications. Without CloudExtend your important emails remain invisible to others in your inbox. We offer an easy 1-click solution to attach your emails to NetSuite records directly from Outlook and more.
The next generation of CloudExtend Outlook for NetSuite was built so that the user experience is improved and users can perform their day-to-day tasks with more ease.
💡 Note: This version is exclusively accessible to Enterprise and Group edition users at present. We are actively striving to extend availability to User Edition users as well. |
⚠️ Before transitioning to NextGen, please review the following important information:
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Install and Login
Install and Login
Check prerequisites to try the new App (For Admins)
Recommended Customizations
Recommended Customizations
Pin CloudExtend to keep the App open as you move from email to email
Set your filter for search results (Learn how CloudExtend searches for matching records here).
Change the message tab view in NetSuite
Sync Emails to NetSuite
Sync Emails to NetSuite
Saving emails from your inbox or sent items
Associate Email
Autopilot (Enterprise Only)
What is Auto-Association for Autopilot 2.0?
Various search options to find which records you want to attach to your emails
Set your file attachment sticky setting
Where emails are stored in NetSuite?
Understanding your CloudExtend Settings
Create, Update or View some records in NetSuite via CloudExtend
Create, Update or View some records in NetSuite via CloudExtend
Calendar Sync
Calendar Sync
Prerequisites and Troubleshooting tips before using the Calendar feature
More Features for Enterprise Users
More Features for Enterprise Users
Learn the best practices when using Autopilot
Event Sync (Enterprise users only) - coming soon!
Begin using CloudExtend Outlook for NetSuite NextGen to save time and be more productive.
If you have any questions or would like a walkthrough please reach out to your Customer Success Manager at cloudextend-success@celigo.com.
👉 Check out these best practices for you to optimize your CloudExtend usage! Happy saving!