All CollectionsOutlook for NetSuite NextGen
Learn More about CloudExtend Outlook for NetSuite NextGen
22 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 Save an Email to NetSuiteOutlook NextGen | Sync email once or turn on the AutoPilot
Email Sync: How to Select Record and Save Emails with AttachmentsOutlook NextGen | Learn how to select 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 composing or replying to an email
Email Sync: How does Shared Association work?Outlook NextGen | Learn how Shared Association works
Email Sync: Search 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 emails saved via CloudExtend Outlook for NetSuite NextGen stored in NetSuite?Outlook NextGen | Where are emails 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
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 add navtive and custom fields for supported record types
Calendar Sync: Manually Saving Outlook Calendar events to NetSuite recordsOutlook NextGen | Learn how to attach Outlook Calendar events to NetSuite records
Announcing Calendar Autopilot for OutlookLearn more about Calendar Autopilot for Outlook
What does Calendar Autopilot cost?Learn about the fees associated with Event Autopilot
Admin: Enable Calendar AutopilotOLNS NextGen | Guide on how to enable Calendar Autopilot for your organization
Calendar Autopilot: Calendar Autopilot Sync in action!OLNS NextGen | See how smooth Calendar Autopilot works
Calendar Autopilot: Associating Calendar events to your transactions or support cases when Autopilot is enabledOutlook NextGen | Learn how to manually save events to other records
Calendar Autopilot: Understand How Calendar Autopilot worksOutlook NextGen | Learn how to use Autopilot and Manual Sync Autopilot for Outlook Events
Calendar Autopilot: Considerations for CloudExtend Outlook Calendar AutopilotOutlook NextGen | Get familiar with the considerations for syncing events using CloudExtend
Calendar Autopilot: Outlook to NetSuite - Default Organizer SettingOutlook NextGen | Why do we need to default an organizer internal ID
Overview: Bi-directional Calendar Sync between Outlook and NetSuiteOutlook NextGen | What is CloudExtend's Bi-directional Calendar Sync