There are several end-user level customizations that we recommend before you start using the app:
✅ Change the Message Tab View in NetSuite
NetSuite requires that an email address be associated with an entity. In some cases, end-users will attach an email to a NetSuite record where the sender or recipient is not related to the record. In order to properly display the sender/recipient, we suggest that you modify the messages view in NetSuite to show email addresses as opposed to entities.
✅ Pin ExtendSync Task Pane
Keep ExtendSync on the screen at all times so you do not need to click the app button each time you move to another email.
ExtendSync with Pinning OFF  | ExtendSync with Pinning ON  |
✅ Find Records Faster
Decide what records you want to be pulled back in the auto search. This allows you to see results with one click. Records not included can still be manually searched.
💡 Note:
If you are on a Group Edition, the Extendsync panel will be slightly different.
✅ Customize your forms so you can create, edit and view your NetSuite records quicker in Outlook
With ExtendSync , you can work in Outlook just as if you were in NetSuite. This includes the ability to add whatever standard and custom fields you work with in NetSuite on your forms in ExtendSync. For each record type that you want to customize, add all your fields in once and then you can edit and create records in Outlook just like you were in NetSuite!
✅ Set your File Attachment Sticky Preference
By default, no files will be automatically selected and you will be required to select them for each email you attach.*
To view and/or change your sticky settings click the Menu icon> Settings and select File Attachment Preferences.
✅ Set Attachments for Autopilot Settings
Users can customize their settings for file attachments and inline images when storing emails to NetSuite for future emails.
✅ Create Outlook Categories
ExtendSync will attempt to automatically create and apply categories for you. Depending on your Outlook and Exchange versions you may need to create them manually.
🚨 Want to get even more out of ExtendSync?
Check out our Best Practice Guide here.