CloudExtend

ExtendSync Outlook | Automatically sync emails to NetSuite across your organization

Overview: Global Autopilot

ExtendSync Outlook | Configure organization-wide email automation

Admin: Enable & Configure Global Autopilot

ExtendSync Outlook | Required NetSuite permissions for Global Autopilot

Admin: NetSuite Prerequisites for Global Autopilot

ExtendSync Outlook | Configure and manage shared mailboxes for Global Autopilot

Admin: Managing Shared Mailboxes in Global Autopilot

ExtendSync Outlook | Quickly add or remove email exclusions in the CloudExtend Admin Portal

Admin: Bulk Exclusion List Uploads for Administrators

Administrators configure organization-wide email automation and synchronization rules

Global Autopilot (Admin-Driven)

ExtendSync Outlook | Frequently asked questions for administrators

FAQ: Global Autopilot Common Questions for Administrators

ExtendSync Outlook | Frequently asked questions for end users

FAQ: Global Autopilot Common Questions for End Users

ExtendSync Outlook | How Global Autopilot matches, creates, and manages contact records in NetSuite

FAQ: Auto-Create Contact Behavior in Global Autopilot

ExtendSync Outlook | Remove users from Global Autopilot or disable it entirely

FAQ: How to Turn Off Global Autopilot

ExtendSync Outlook | Know whether Global Autopilot is active for your mailbox

FAQ: Global Autopilot Awareness Banners

ExtendSync Outlook | Understand how Global Autopilot processes From, To, CC, and BCC recipients

FAQ: How Global Autopilot Matches Email Recipients and Auto-Creates Contacts

Frequently Asked Questions for Global Autopilot

FAQs

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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