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Outlook for NetSuite NextGen
This Help Center is for users trying the beta version (avail Nov 2023) of CloudExtend Outlook
57 articles
Why We Built It: CloudExtend Outlook for NetSuite NextGenOutlook NextGen | Get to know why we built this new application
Feature Comparison Table: Outlook for NetSuite Production vs NextGenOutlook NextGen | See all the new features we have for you with our NextGen version
CloudExtend Outlook NextGen FAQOutlook NextGen | Frequently asked questions
Learn How To Get Support For CloudExtend Outlook For NetSuiteOLNS NextGen | Can't find what you are looking for? Learn how to get more support here
Admin: How to Install the SuiteAppOutlook NextGen | Learn how to install the SuiteApp for NextGen activation
Admin Portal: Grant Microsoft API AccessOutlook NextGen | How to grant Microsoft API access
Getting Started: Prerequisites for CloudExtend Outlook for NetSuite NextGenOutlook NextGen | Switch from the production to the NextGen version of CloudExtend Outlook for NetSuite
Getting Started: Switch to CloudExtend Outlook for NetSuite NextGenOutlook NextGen | Login to the new version of CloudExtend Outlook
Navigating CloudExtend Outlook: Getting Started Guide with NextGenOutlook NextGen | Learn how to save emails to NetSuite, save file attachments to NetSuite, and more
Interface Guide - CloudExtend Outlook for NetSuite NextGen (Cheat Sheet)Outlook NextGen | Know the different features and buttons in application
Admin: CloudExtend Outlook for NetSuite NextGen Setup GuideOLNS NextGen | Check out this article on how to setup CloudExtend Outlook
Admin: Enable/Disable Thread and Email Autopilot for UsersOutlook NextGen | Learn how to manage users Autopilot configuration from the portal
Admin: Configure Shared or Delegate Mailboxes CloudExtend Outlook for NetSuite NextGenOutlook NextGen | Learn how to use CloudExtend on Shared or Delegate Mailboxes
Email Sync: Autopilot 2.0Outlook NextGen | How does Autopilot 2.0 works
FAQ: Best Practices for Choosing One-Time Save vs Autopilot 2.0 (Email Address & Thread Based)Outlook NextGen | Know when to use Autopilot features
FAQ: Auto-Association (Email Address Based Autopilot)Outlook NextGen | What is Auto-Association for Email Address Based Autopilot
FAQ: How to turn off AutopilotOutlook NextGen | Know the steps on how to turn off Autopilot
FAQ: Sticky Settings for One-Time and Autopilot TabOutlook NextGen | Know how the sticky settings for both the Autopilot and One-Time tab work
FAQ: Customized your Message Tab View in NetSuiteOutlook NextGen | Learn how to update your message tab view in NetSuite
FAQ: Task pane pinning 📌Outlook NextGen | Learn how to keep CloudExtend app open all the time
FAQ: Customizing the Global Search Prefix and Suffix with CloudExtend OutlookOutlook NextGen | Learn how to add global search prefix and suffixes to identify more records when searching
FAQ: Learn about CloudExtend Outlook for NetSuite SettingsOutlook NextGen | The settings section enables you to customize the CloudExtend settings
FAQ: Record Types Supported by CloudExtend Outlook for NetSuite NextGenOutlook NextGen | CloudExtend Outlook for NetSuite currently supports the following records
FAQ: Include Dependent Record FeatureOutlook NextGen | Limit the number of dependent records pulled by CloudExtend
FAQ: Include names in suggestionsOLNS NextGen | Learn how include names in suggestion feature work
FAQ: View Logs related to your One Time and Autopilot AssociationsOutlook NextGen | Check the logs for successful and failed associations using CloudExtend
FAQ: Configuring Application Permissions Restriction in Microsoft Exchange OnlineOutlook NextGen | This is the step-by-step process of implementing a policy restricting application access to specific mailboxes
FAQ: Zoom in or out of the CloudExtend app in Outlook NextGenOLNS NextGen | Resize your CloudExtend app for best display
FAQ: Learn about email rollup so you can see all email activity at the parent level (without the extra work)OLNS NextGen | Learn which child records will automatically roll up emails to parent records
FAQ: What file types are supported for attachment sync by CloudExtend Outlook NextGen?Outlook NextGen | Supported file types by Outlook extension for attachment sync
Error: We are unable to detect the CloudExtend SuiteApp on your accountOutook NextGen | Know what to do when you encounter the unable to detect CloudExtend SuiteApp error
Troubleshooting: Get back to the current CloudExtend Outlook versionOutlook NextGen | Learn how to get back to the current Outlook version if the switch button is not available
Error: Your subscription is invalid or expiredOutlook NextGen | Learn how to resolve subscription invalid or expired error
Troubleshooting: Reload CloudExtend Outlook for NetSuiteOutlook NextGen | Learn to reload the app
Troubleshooting: The "Attach file(s) folder(s)" button is not displaying on the Google Drive tab on any records in NetSuiteGmail NextGen | Learn about the permissions your Admin needs to enable for full CloudExtend Drive functionality