32 articles
FAQ: Learn about email rollup so you can see all email activity at the parent level (without the extra work)OLNS | Learn which child records will automatically roll up emails to parent records
FAQ: Workaround for adding phone numbers when saving ContactsCEOL | Learn how to skip the validation process in saving phone numbers outside the required format
FAQ: Regranting consent for CloudExtend Outlook AutopilotOLNS | Learn what happens when you regrant consent for CloudExtend Autopilot
FAQ: Sleeping Task Pane for CloudExtend OutlookOLNS | Learn more about the sleeping task pane
FAQ: Get the welcome screen back with CloudExtend Outlook for NetSuiteOLNS | Learn how to turn the welcome screen back on
FAQ: How to create Outlook categories for CloudExtend Outlook to applyOLNS | Learn how to manually create an Outlook category to easily identify emails synced by CloudExtend
FAQ: Adding custom fields to supported record types with CloudExtend OutlookOLNS | Learn how to add custom fields for supported record types
FAQ: CloudExtend Outlook categories not in Master Category ListOLNS | Learn about the steps required to add your Outlook categories to your master catalog
FAQ: Converting Categories from Attached by NetSuite to Synced by CloudExtendOLNS | Learn how to convert your Outlook categories
FAQ: How to determine my CloudExtend Outlook version numberOLNS | Learn how to find your version number
FAQ: How to Filter Email View in NetSuite for CloudExtend OutlookOLNS | Customize view in NetSuite to filter synced emails
FAQ: Why are emails sometimes duplicated in NetSuite when using CloudExtend Outlook?OLNS | Learn how to avoid duplicate emails on the NetSuite customer record
FAQ: When to enable Don't show the welcome pageOLNS | Enabling the Don't show the welcome page to work faster
FAQ: How to uninstall and reinstall CloudExtend OutlookOLNS | How to force an application update by uninstalling and reinstalling the application
FAQ: Upgrade CloudExtend Outlook from Free to User EditionOLNS | Learn how to buy (license) CloudExtend Outlook and keep all your features
FAQ: Prevent Outlook users from creating new records in NetSuiteOLNS | 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 haveOLNS | Learn how to locate your Outlook Version
FAQ: Task pane pinning 📌OLNS | Learn how to keep CloudExtend app open all the time
FAQ: How CloudExtend Outlook for NetSuite identifies matching recordsOLNS | Learn how CloudExtend Outlook searches NetSuite to find matching entities and transaction records
FAQ: Side Load CloudExtend Outlook for NetSuiteOLNS | Learn how to side load Outlook Add-in
FAQ: Can I Log Into CloudExtend Outlook using 2 Factor Authentication, TBA or SSO?OLNS | CloudExtend 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 CloudExtend Outlook?OLNS | Excluding inactive NetSuite contacts from search in CloudExtend Outlook
CloudExtend Outlook for NetSuite support for shared mailboxesOLNS | Learn why you receive "You cannot perform this action. This add-in scenario is not supported in this folder" with certain mailboxes
FAQ: Record Types Supported by CloudExtend Outlook for NetSuiteOLNS | CloudExtend Outlook for NetSuite currently supports the following records
FAQ: What are the file formats supported by CloudExtend Outlook?OLNS | CloudExtend Outlook for NetSuite supports attaching the following file formats to the NetSuite file cabinet
FAQ: What is the limit on the size of files that can be attached in a single email?OLNS | Know the file limit size that can be attached in a single email
FAQ: What phone number formats are supported when adding a phone number in when creating a contact in CloudExtend Outlook?OLNS | Phone number formats supported by CloudExtend Outlook for NetSuite
FAQ: Search by Prefix feature in CloudExtend Outlook BundleOLNS | Troubleshoot when customers, contacts, and other records are not found in Outlook auto search
FAQ: Use Outlook categories to quickly identify emails attached to NetSuite recordsOLNS | Learn how to add a category to emails attached to NetSuite records with CloudExtend
FAQ: Differences between NetSuite's deprecated Outlook integration and Celigo's CloudExtend Outlook + CloudExtend Outlook Roadmap (with comparison chart)OLNS | Learn about current and future differences between "NetSuite for Outlook" and CloudExtend Outlook for NetSuite and what is planned
FAQ: Zoom in or out of the CloudExtend app in OutlookOLNS | Resize your CloudExtend app for best display
FAQ: Why is Event Association disabled in Compose modeOutlook NextGen | Know why Event sync is disabled on compose mode