CloudExtend Outlook for NetSuite Enterprise Edition users can associate files stored on OneDrive for Business or SharePoint to help make their files more portable and to reduce the storage space used by NetSuite (learn more about the feature here). Users can add email file attachments up to 150 MB in size and associate files up to 250 GB (yes GB) in size with NetSuite records.
CloudExtend Bundle installation is needed for this to be added to the saved search list in NetSuite. For NetSuite admins, the installation link is here. |
Where can I see the CloudExtend | OneDrive Storage Savings By User?
NetSuite Search Box
In the search box copy and paste search: CloudExtend | OneDrive Storage Savings By User
To view the list of Saved Searches
Step 1: In NetSuite, go to Lists > Search > Saved Searches
Step 2: Look for CloudExtend | OneDrive Storage Savings By User
Configure KPI Dashboard
Configure KPI Dashboard
Add the Date Filter in the Saved Search
Step 1: In the search box, copy and paste search: CloudExtend | OneDrive Storage Savings By User.
Step 2: Click Edit this Search > Available Filters tab.
Step 3: Add Date Created and enable Show in FIlter Region check box then Save.
Create the Key Performance Indicator
Step 1: In the Home tab, go to Personalize> KeyPerformace Indicator.
Step 2: Drag the Key Performance Indicator to the desired location.
Step 3: Click Setup > Custom KPI.
Step 4: Add your saved search to the KPI. Use keyword: CloudExtend | OneDrive Storage Savings By User.
Usage Metrics for Email Applications
👉 You may also want to have NetSuite Usage Metrics for users syncing emails with CloudExtend, to learn more go to CloudExtend Outlook for NetSuite usage metrics.