34 articles
Syncing Emails
Find everything you need to know about syncing emails to NetSuite here
Email Sync: How to Attach Emails to NetSuiteOLNS | Learn how to configure auto-fetch and how to manually search for records
Email Sync: How to associate a file with a record instead of an emailOLNS | Learn how to associate a file already in NetSuite with any record
Email Sync: Attaching to NetSuite while composing an email in OutlookOLNS | How to attach emails to NetSuite when composing or replying to an email
Email Sync: How to manually search for a record to attach an email toOLNS | Manually search for a record(s) to attach an email to
Email Sync: Selecting and saving file attachments to NetSuite records with CloudExtend OutlookOLNS | How to save file attachments to NetSuite with CloudExtend Outlook for NetSuite
Email Sync: Inline images and file attachment handling for CloudExtend OutlookOLNS | Learn how CloudExtend Outlook handles inline images and file attachments
Email Sync: Where are emails and file attachments saved in NetSuite?OLNS | How to find where emails and file attachments are stored in NetSuite
Email Sync: Jump to a NetSuite record quickly from CloudExtend OutlookOLNS | Learn how to get into NetSuite to view a record quickly from CloudExtend Outlook
Email Sync: How long does it take for an email to attach to NetSuiteOLNS | Learn how CloudExtend Outlook for NetSuite improves speed
Email Sync: Auto-fetch to attach emails quicklyOLNS | Using the Suggest related records button to search and find records quickly
Email Sync: Configure records that you want auto-fetched by CloudExtend Outlook when you click Suggest Related RecordsOLNS | Filter on what records you want auto-fetched when you click Suggest Related Records
Email Sync: CloudExtend Autopilot for Microsoft OutlookOLNS | Learn more about CloudExtend Autopilot
Email Sync: CloudExtend Autopilot 2.0 for Shared MailboxesOLNS | Learn how to use troubleshoot CloudExtend Autopilot licensing issues on a shared mailbox
Managing NetSuite Records in Outlook
Learn how to create, edit, and view NetSuite records without leaving Outlook
Manage Records: How to create a new NetSuite contact, customer, task, prospect, lead or opportunity record from OutlookOLNS | How to create new NetSuite records from CloudExtend Outlook
Manage Records: Create a new NetSuite Contact or Customer record and attach an email to itOLNS | CloudExtend Outlook will give you the option to create a contact or Customer & then attach the email to that newly created record
Manage Records: Search and view NetSuite records in CloudExtend OutlookOLNS | Search and view NetSuite records in CloudExtend Outlook
Manage Records: Company name is grayed out / unavailable when creating a ContactOLNS | How to create a new contact and associate it with a customer when the company name is grayed out
Manage Records: Configure fields when viewing a recordOLNS| You can configure which fields you want to be displayed when viewing NetSuite records in Outlook
Manage Records: Which icons reference which NetSuite record types in CloudExtend Outlook?OLNS | CloudExtend Outlook uses Icon to distinguish between different NetSuite records types
Syncing Your Calendar to NetSuite
Learn how to sync your Outlook events to NetSuite records
Calendar Sync: Saving Outlook Calendar events to NetSuite recordsOLNS | Learn how to attach Outlook Calendar events to NetSuite records
Calendar Sync: Prerequisites and troubleshooting tips for attaching Calendar events to NetSuiteOLNS | Learn about prerequisites and get troubleshooting tips
Calendar Sync: See your NetSuite Calendar in Outlook for freeOLNS | Learn how to see your NetSuite events in Outlook for free
Actionable Messaging: Introduction to Actionable MessagesOLNS | Learn how to approve time and expense reports with CloudExtend Outlook without leaving your inbox
Actionable Messaging: Setup Actionable Messages for Expense ReportsOLNS | Preparing your NetSuite account for Actionable Messaging and expense entry approvals
Actionable Messaging: Setup Actionable Messages for Timesheet EntriesOLNS | Preparing your NetSuite account for Actionable Messaging and time entry approvals