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FAQ: How to turn off Email Autopilot
FAQ: How to turn off Email Autopilot

ExtendSync Outlook | Know the steps on how to turn off Email Autopilot

Updated over 2 months ago

Turning Autopilot off for a thread

If an email thread begins to go off-topic and/or you don't want the thread to auto-sync anymore simply open the add-in, In the Autopilot section, select Cancel Autopilot.

Once Autopilot is turned off it cannot be turned back on again from the same email. To turn Autopilot back on you can reply to the email and then open it from your sent items folder. select the NetSuite records, and re-enable Autopilot.

Turning off Autopilot for email address sync

If you enabled Email Address Based Autopilot, you can do the following to turn off the email address sync.

Step 1: Go to Menu on the ExtendSync panel then select Settings.

Step 2: Go to Email Autopilot Associations and enter the email address you want to check. Click on the matching email, this will allow you to do two things.

  • See the list of NetSuite records the email address is associated to

  • Remove the Autopilot association completely for the email address.

    • Hover on the trash icon of the records where you want to turn off the Autopilot.

    • Emails from that email address will NO LONGER automatically be associated with those record(s).

๐Ÿ’ก Notes

  • To get the list of email addresses with the auto association, you can enter @companyname, .com, .org , .edu or any part of the email as ExtendSync is doing a wildcard search.

  • If you are an ExtendSync admin, you can enable and disable the Autopilot feature for users. Check this article for more information!

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