The settings section will enable you to customize the CloudExtend settings as per your preference.
Settings Pane
Ignore sign-in user records: When this is enabled CloudExtend users will ignore logged-in NetSuite users' email while fetching contextual records. This setting is turned off by default.
Step 1: Click Menu> Settings
Step 2: Go to Ignore sign-in user records and toggle the button to turn it on.
Email Autopilot Associations: View and Turn-off Email Address-Based Autopilot. Check out how to turn off autopilot in this guide.
Skip Welcome Screen: When this is turned on CloudExtend will initiate the record search in NetSuite automatically skipping the welcome screen. By default, this is turned off. Learn more here.
Subject Inspection: This setting, enabled by default, will search the mail subject for a 4-digit number and fetch matching transaction records automatically.
Include Dependent Records: When enabled this will fetch 25 records in each category like entities, transactions, or activities. Reducing the time taken to load the available records in the CloudExtend panel. Learn more here.
Configure Records Filter: User can configure the filter in the Settings view and once done, only the filtered records will be visible in the Suggested Records section.
File Attachment Preferences: Users have the ability to customize their settings for file attachments and inline images when storing emails to NetSuite. Learn more here.
Advanced Options:
Include names in suggestions: Once enabled, the Available Records section will show records with the match name of the sender even though the email wouldn't match. This is turned off by default. Learn more about this option here.
Autopilot Status: You can navigate to Settings view in the Left Menu and see the Event Autopilot status in Autopilot section. You will see what autopilot feature is enabled for you.
Choose Theme: Users can change the theme of the add-in based on their preference. Three options to choose from:
Dark mode
Light mode
System - System setting would take the setting based on what your Outlook theme is set to. If your Outlook is configured to use Dark mode, then the add-in would detect that and switch to that theme automatically.
Layout View: Choose between Default and Compact view.
Skip Welcome Screen
When this is turned on CloudExtend will initiate the record search in NetSuite automatically skipping the welcome screen. By default, this is turned off.
Two Ways to Enable Skip Welcome Screen
First Option - Settings
Step 1: Click Menu > Settings.
Step 2: Go to Skip welcome screen and toggle the button to turn it on.
Second Option - Welcome Screen
Step 1: Click the checkbox Always show suggest related records
