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9 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
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