All CollectionsExtendSync for Outlook NetSuite Edition
Learn More about CloudExtend Outlook for NetSuite NextGen
16 articles
Email Sync: Configure records that you want auto-fetched by CloudExtend Outlook when you click Suggest Related RecordsOutlook NextGen | Filter on what records you want auto-fetched when selecting an email to sync
Email Sync: Learn how to Attach Emails to NetSuiteOutlook NextGen | Sync email once or turn on the Email AutoPilot
Email Sync: How to Select Record and Save Emails with AttachmentsOutlook NextGen | Learn how to choose records and sync emails with file attachments
Email Sync: Attaching to NetSuite while composing an email in OutlookOutlook NextGen | How to attach emails to NetSuite when in Compose Mode or replying to an email
Email Sync: How does Shared Association work for CloudExtend Outlook?Outlook NextGen | Learn how Shared Association works and other visual cues
Email Sync: Search and choose for NetSuite records you want to link your emailsOutlook NextGen | This article shows you how to use the Auto-Search and Manual search features in associating emails to NetSuite
Email Sync: File Attachment and Inline Images Global PreferenceOutlook NextGen | Set file attachment preference to include files when saving an email to NetSuite
Email Sync: Where are email and file attachments saved via CloudExtend Outlook for NetSuite NextGen stored in NetSuite?Outlook NextGen | Where are email and attachments saved in NetSuite?
Email Sync: Using Autopilot in Shared or Delegate Mailboxes for CloudExtend Outlook NextGenOutlook NextGen | How to use Autopilot in Shared or Delegate Mailboxes
Email Sync: Auto-fetch or Auto-Search to attach emails quicklyOutook NextGen | How to search and find records quickly
Manage Records: Creating New NetSuite Records from CloudExtend Outlook for NetSuite NextGenOutlook NextGen | See how to create records via CloudExtend application
Manage Records: Edit Existing NetSuite records from CloudExtend Outlook for NetSuite NextGenOutlook NextGen | Edit records without going to NetSuite
Manage Records: Add or remove fields when creating or editing records using CloudExtend Outlook NextGenOutlook NextGen | Learn how to configure navtive and custom fields for supported record types
Manage Records: Search and view NetSuite records in CloudExtend OutlookOutlook NextGen | Search and view NetSuite records in CloudExtend Outlook
FAQ: Adding custom fields to supported record types with CloudExtend Outlook NextGenOutlook NextGen | Learn how to show and expose your custom fields in the CloudExtend form for supported record types