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.
⚠️ Before transitioning to NextGen, please review the following important information:
|
Install and Login
Install and Login
Check prerequisites to try the new App (For Admins)
Install and Login (First time users)
Switch to Outlook NextGen (Previously logged in to the legacy version)
Recommended Customizations
Recommended Customizations
Pin CloudExtend to keep the App open as you move from email to email
Resize your App for best display
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
Email Autopilot (Enterprise Only)
How to turn off Email Autopilot? (Enterprise Only)
Various search options to find which records you want to attach to your emails
Shared Association History and visual cues when using CloudExtend
Set your file attachment sticky setting
Where emails are stored in NetSuite? Learn about the roll-up feature too!
Understanding your CloudExtend Settings
Save emails from your Mobile device (Enterprise Only)
Show previously saved emails using the legacy version
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
Calendar Autopilot Sync (Group and Enterprise users only)
CALENDAR AUTOPILOT
A subscription to the Group and Enterprise edition is required.
Additionally, your organization must subscribe to Calendar Autopilot separately
Any Enterprise users who signed up for early access before June 20 can still use the Calendar Autopilot feature at no charge through September 30, 2024.
New Customers who want Calendar Autopilot will need to purchase a subscription for Outlook for NetSuite Calendar Autopilot Edition starting July 4th. Learn about the fees associated here!
Use CloudExtend OneDrive and SharePoint to Save NetSuite Storage
Use CloudExtend OneDrive and SharePoint to Save NetSuite Storage
More Features for Enterprise Users
More Features for Enterprise Users
Learn the best practices when using Email Autopilot
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!