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Day to Day Operations

Explore the features of ExtendSync using Outlook

45 articles
Syncing Emails

Find everything you need to know about syncing emails to NetSuite here

Email Sync: Configure records that you want auto-fetched when you click Suggest Related RecordsExtendSync Outlook | Filter on what records you want auto-fetched when selecting an email to sync
Email Sync: Learn how to Attach Emails to NetSuiteExtendSync Outlook | Sync email once or turn on AutoPilot
Email Sync: How to Select Record and Save Emails with AttachmentsExtendSync Outlook | Learn how to choose records and sync emails with file attachments
Email Sync: Attaching to NetSuite while composing an email in OutlookExtendSync Outlook | How to attach emails to NetSuite when in Compose Mode or replying to an email
Email Sync: How does Shared Association work for ExtendSync Outlook?ExtendSync Outlook | Learn how Shared Association works and other visual cues
Email Sync: Search and choose for NetSuite records you want to link your emailsExtendSync Outlook | This article shows you how to use the Auto-Search and Manual search features in associating emails to NetSuite
Email Sync: File Attachment and Inline Images Global PreferenceExtendSync Outlook | Set file attachment preference to include files when saving an email to NetSuite
Email Sync: Where are email and file attachments saved via ExtendSync Outlook stored in NetSuite?ExtendSync Outlook | Where are email and attachments saved in NetSuite?
Email Sync: How to associate a file with a record instead of an emailExtendSync Outlook | Learn how to associate a file already in NetSuite with any record
Email Sync: Jump to a NetSuite record quickly from ExtendSync OutlookExtendSync Outlook | Learn how to get into NetSuite to view a record quickly from the app
Email Sync: How long does it take for an email to attach to NetSuiteExtendSync Outlook | Learn how ExtendSync Outlook improves speed
Email Sync: Auto-fetch or Auto-Search to attach emails quicklyExtendSync Outlook | How to search and find records quickly
Email Sync: Using Autopilot in Shared or Delegate Mailboxes for ExtendSync OutlookExtendSync Outlook | How to use Autopilot in Shared or Delegate Mailboxes
Email Sync: Inline images and file attachment handling for ExtendSync OutlookExtendSync Outlook | Learn how the app handles inline images and file attachments
Manage NetSuite Records in Outlook

Learn how to create, edit, and view NetSuite records without leaving Outlook

Manage Records: Creating New NetSuite Records from ExtendSync OutlookExtendSync Outlook | See how to create records via the application
Manage Records: Edit Existing NetSuite records from ExtendSync for Outlook NetSuiteExtendSync Outlook | Edit records without going to NetSuite
Manage Records: Add or remove fields when creating or editing records using ExtendSync OutlookExtendSync Outlook | Learn how to configure native and custom fields for supported record types
Manage Records: Search and view NetSuite records in ExtendSync OutlookExtendSync Outlook | Search and view NetSuite records in CloudExtend Outlook
FAQ: Adding custom fields to supported record types with ExtendSync OutlookExtendSync Outlook | Learn how to show and expose your custom fields in the ExtendSync form for supported record types
Manage Records: How to Create a Prospect Record with ExtendSync OutlookExtendSync Outlook | Know how to create Prospect record in Outlook
Manage Records: How to Create a Lead Record with ExtendSync OutlookExtendSync Outlook | Know how to create Lead record in Outlook
Manage Records: How to Create a Contact Record with ExtendSync OutlookExtendSync Outlook | Know how to create contact record in Outlook
Manage Records: How to Create a Customer Record with ExtendSync OutlookExtendSync Outlook | Know how to create Customer record in Outlook
Manage Records: How to Create a Task Record with ExtendSync OutlookExtendSync Outlook | Know how to create Task record in Outlook
Manage Records: How to Create a Support Case with ExtendSync OutlookExtendSync Outlook | Know how to create support case in Outlook
Manage Records: How to Create an Opportunity Record with ExtendSync OutlookExtendSync Outlook | Know how to create an Opportunity record in Outlook
Manage Records: How to Create a Vendor Record with ExtendSync OutlookExtendSync Outlook | Know how to create Vendor record in Outlook
Manage Records: How to Create a Partner Record with ExtendSync OutlookExtendSync Outlook | Know how to create Partner record in Outlook
CloudExtend Files

Learn how to associate OneDrive and SharePoint files and folders to NetSuite records

OneDrive and SharePoint Sync: About ExtendSync OneDrive for Business and SharePoint NetSuite IntegrationExtendSync Outlook | Learn about the CloudExtend Files Tab and how to sync NetSuite with OneDrive for Business and SharePoint.
OneDrive and SharePoint Sync: Getting Started with OneDrive for Business and SharePointExtendSync Outlook | Learn how to use NetSuite OneDrive for Business and SharePoint integration
OneDrive and SharePoint Sync: Bulk Upload OneDrive for Business and Sharepoint file associationsExtendSync Outlook | Learn how to bulk upload OneDrive for Business and Sharepoint file and associate them with NetSuite records
CloudExtend Files Tab Associations Saved SearchExtendSync Outlook | Learn how to create a saved search to show all records with linked documents through the CloudExtend Files tab
OneDrive and SharePoint Sync: How to integrate OneDrive for Business, SharePoint, and NetSuiteExtendSync Outlook | How to add files to OneDrive for Business and SharePoint and associate them with NetSuite records, even from Outlook
OneDrive and SharePoint Sync: CloudExtend Files Tab (Enterprise Only)ExtendSync Outlook | Know what CloudExtend files tab is all about
OneDrive and SharePoint Sync: OneDrive for Business and SharePoint files appear to be duplicated in CloudExtend tabExtendSync Outlook | Learn more about how ExtendSync Outlook handles files and folders
OneDrive and SharePoint Sync: OneDrive for Business and SharePoint NetSuite Integration: FAQsExtendSync Outlook | OneDrive and SharePoint FAQ
ExtendSync OneDrive Storage Savings By User MetricsExtendSync Outlook | Track the space-saving benefits using CloudExtend's synchronization with OneDrive for Business and SharePoint
OneDrive and SharePoint Sync: Adding and Removing CloudExtend Files tab (OneDrive - SharePoint) to NetSuite recordsExtendSync Outlook | How to add or remove CloudExtend Files Tab for OneDrive from NetSuite records
OneDrive and SharePoint Sync: Record type list supported for OneDrive and Sharepoint Integration (CloudExtend Files tab)ExtendSync Outlook | See the list of record types supported when using OneDrive and Sharepoint Integration
How to use CloudExtend files tab for Inventory ItemExtendSync Outlook | Learn how to add CloudExtend files to Inventory Items