FAQ
Frequently asked questions for ExtendSync Outlook
31 articles
FAQ: Learn about email rollup so you can see all email activity at the parent level (without the extra work)ExtendSync Outlook | Learn which child records will automatically roll up emails to parent records
FAQ: Customized your Message Tab View in NetSuiteExtendSync Outlook | Learn how to update your message tab view in NetSuite
FAQ: Task pane pinning for ExtendSync Outlookđź“ŚExtendSync Outlook | Learn how to keep ExtendSync app open all the time
FAQ: Customizing the Global Search Prefix and Suffix with ExtendSync OutlookExtendSync Outlook | Learn how to add global search prefix and suffixes to identify more records when searching
FAQ: Learn about ExtendSync for Outlook
NetSuite SettingsExtendSync Outlook | The settings section enables you to customize the ExtendSync settings
FAQ: Record Types Supported by ExtendSync OutlookExtendSync Outlook | See the records supported by ExtendSync
FAQ: Include Dependent Record Feature for ExtendSync OutlookExtendSync Outlook | Limit the number of dependent records pulled by the app
FAQ: Include names in suggestions for ExtendSync OutlookExtendSync Outlook | Learn how include names in suggestion feature work
FAQ: ExtendSync Outlook Status LogExtendSync Outlook | Check the logs for successful and failed associations using the app
FAQ: Configuring Application Permissions Restriction in Microsoft Exchange OnlineExtendSync Outlook | This is the step-by-step process of Grant Graph API to Selected Users Only
FAQ: Configuring Application Permissions Restriction in Microsoft Exchange Online - Group EditionOutlook NextGen | This is the step-by-step process of Grant Graph API to Selected Users Only
FAQ: Zoom in or out of the ExtendSync app in OutlookExtendSync Outlook | Resize your app for best display
FAQ: What file types are supported for attachment sync by ExtendSync Outlook?ExtendSync Outlook | Supported file types by Outlook extension for attachment sync
FAQ: Include old app associations for ExtendSync OutlookExtendSync Outlook | How to show old app associations
FAQ: Regranting consent for ExtendSync Outlook AutopilotExtendSync Outlook | Learn what happens when you regrant consent for ExtendSync Autopilot
FAQ: How to Filter Email View in NetSuite for ExtendSync OutlookExtendSync Outlook | Customize view in NetSuite to filter synced emails
FAQ: Why are emails sometimes duplicated in NetSuite when using ExtendSync Outlook?ExtendSync Outlook | Learn how to avoid duplicate emails on the NetSuite customer record
FAQ: When to enable Don't show the welcome pageExtendSync Outlook | Enabling the Don't show the welcome page to work faster
FAQ: Prevent Outlook users from creating new records in NetSuite within the appExtendSync Outlook | Learn how to use NetSuite permissions to prevent users from creating or editing records in Outlook
FAQ: How do I tell which version of Microsoft Outlook I haveExtendSync Outlook | Learn how to locate your Outlook Version
FAQ: Can I Log Into ExtendSync Outlook using 2 Factor Authentication, TBA or SSO?ExtendSync Outlook | ExtendSync Outlook users can login with TBA or SSO
FAQ: How do I exclude inactive NetSuite records when searching for records to attach my email to via ExtendSync Outlook?ExtendSync Outlook | Excluding inactive from search
FAQ: What are the file formats or types supported when saving via ExtendSync Outlook?ExtendSync Outlook | ExtendSync supports attaching the following file formats to the NetSuite file cabinet
FAQ: Search by Prefix feature in CloudExtend Outlook BundleExtendSync Outlook | Troubleshoot when customers, contacts, and other records are not found in Outlook auto-search
FAQ: Workaround for adding phone numbers when saving ContactsExtendSync Outlook | Learn how to skip the validation process in saving phone numbers outside the required format
FAQ: Get the welcome screen back with ExtendSync for Outlook NetSuiteExtendSync Outlook | Learn how to turn the welcome screen back on
FAQ: What is the limit on the size of files that can be attached in a single email?ExtendSync Outlook | Know the file limit size that can be attached in a single email
FAQ: How to create Outlook categories for ExtendSync Outlook to applyExtendSync Outlook | Learn how to manually create an Outlook category to easily identify emails synced by ExtendSync
FAQ: ExtendSync Outlook categories not in Master Category ListExtendSync Outlook | Learn about the steps required to add your Outlook categories to your master catalog
FAQ: How ExtendSync for Outlook NetSuite identifies matching recordsExtendSync Outlook | Learn how the app searches NetSuite to find matching entities and transaction records
Troubleshooting: Issue with logging into ExtendSync for Outlook NetSuite EditionExtendSync Outlook | Learn how to resolve license not found issue