FAQs
Understand how ExtendSync works behind the scenes
43 articles
- FAQ: Learn about ExtendSync for Outlook NetSuite SettingsExtendSync Outlook | The settings section enables you to customize the ExtendSync settings
- FAQ: Task pane pinning for ExtendSync Outlookđź“ŚExtendSync Outlook | Learn how to keep ExtendSync app open all the time
- FAQ: Customizing the Global Search Prefix and Suffix with ExtendSync OutlookExtendSync Outlook | Learn how to add global search prefix and suffixes to identify more records when searching
- FAQ: Record Types Supported by ExtendSync OutlookExtendSync Outlook | See the records supported by ExtendSync
- FAQ: Include Dependent Record Feature for ExtendSync OutlookExtendSync Outlook | Limit the number of dependent records pulled by the app
- FAQ: Include names in suggestions for ExtendSync OutlookExtendSync Outlook | Learn how include names in suggestion feature work
- FAQ: ExtendSync Outlook Status LogExtendSync Outlook | Check the logs for successful and failed associations using the app
- FAQ: Zoom in or out of the ExtendSync app in OutlookExtendSync Outlook | Resize your app for best display
- FAQ: Learn about email rollup so you can see all email activity at the parent level (without the extra work)ExtendSync Outlook | Learn which child records will automatically roll up emails to parent records
- FAQ: Regranting consent for ExtendSync Outlook AutopilotExtendSync Outlook | Learn what happens when you regrant consent for ExtendSync Autopilot
- FAQ: How to Filter Email View in NetSuite for ExtendSync OutlookExtendSync Outlook | Customize view in NetSuite to filter synced emails
- FAQ: Why are emails sometimes duplicated in NetSuite when using ExtendSync Outlook?ExtendSync Outlook | Learn how to avoid duplicate emails on the NetSuite customer record
- FAQ: When to enable Don't show the welcome pageExtendSync Outlook | Enabling the Don't show the welcome page to work faster
- FAQ: Prevent Outlook users from creating new records in NetSuite within the appExtendSync Outlook | Learn how to use NetSuite permissions to prevent users from creating or editing records in Outlook
- FAQ: How do I tell which version of Microsoft Outlook I haveExtendSync Outlook | Learn how to locate your Outlook Version
- FAQ: Can I Log Into ExtendSync Outlook using 2 Factor Authentication, TBA or SSO?ExtendSync Outlook | ExtendSync Outlook users can login with TBA or SSO
- FAQ: How do I exclude inactive NetSuite records when searching for records to attach my email to via ExtendSync Outlook?ExtendSync Outlook | Excluding inactive from search
- FAQ: What are the file formats or types supported when saving via ExtendSync Outlook?ExtendSync Outlook | ExtendSync supports attaching the following file formats to the NetSuite file cabinet
- FAQ: Search by Prefix feature in CloudExtend Outlook BundleExtendSync Outlook | Troubleshoot when customers, contacts, and other records are not found in Outlook auto-search
- FAQ: Workaround for adding phone numbers when saving ContactsExtendSync Outlook | Learn how to skip the validation process in saving phone numbers outside the required format
- FAQ: Get the welcome screen back with ExtendSync for Outlook NetSuiteExtendSync Outlook | Learn how to turn the welcome screen back on
- FAQ: What is the limit on the size of files that can be attached in a single email?ExtendSync Outlook | Know the file limit size that can be attached in a single email
- FAQ: Configuring Application Permissions Restriction in Microsoft Exchange OnlineExtendSync Outlook | Granting Graph API to Selected Users Only
- FAQ: Include old app associations for ExtendSync OutlookExtendSync Outlook | How to show old app associations
- FAQ: How to create Outlook categories for ExtendSync Outlook to applyExtendSync Outlook | Learn how to manually create an Outlook category to easily identify emails synced by ExtendSync
- FAQ: ExtendSync Outlook categories not in Master Category ListExtendSync Outlook | Learn about the steps required to add your Outlook categories to your master catalog
- FAQ: Remove NetSuite Connections in ExtendSync OutlookExtendSync Outlook | Learn how to remove connection
- FAQ: Disable Category SettingExtendSync Outlook | Learn how to disable category setting
- FAQ: Support to save emails to Custom Records and Custom TransactionsExtendSync Outlook | Learn to configure settings to associate emails to custom record and transactions
- FAQ: Email Body Inspection for ExtendSync OutlookExtendSync Outlook | Learn when to use Email Body Inspection feature
- FAQ: Email Subject Line Inspection for ExtendSync OutlookExtendSync Outlook | Learn when to use Email Subject Line Inspection feature
- FAQ: ExtendSync Environment Color GuideExtendSync Outlook | Quickly identify which environment you're working
- FAQ: Understanding External IDs in NetSuite When Saving Emails with ExtendSyncExtendSync Outlook | How ExtendSync and NetSuite External IDs are utilized when saving emails
- FAQ: Sideloading the ExtendSync Outlook Production Add-InExtendSync Outlook | Check the steps on how to sideload current version of the app
- FAQ: Can You Use Multiple Personal Mailboxes with ExtendSync?ExtendSync Outlook | How to use ExtenSync for Multi-mailbox users
- FAQ: Change the Theme of ExtendSync for Outlook NetSuiteExtendSync Outlook | Customize the appearance of the ExtendSync add-in
- FAQ: How ExtendSync for Outlook NetSuite identifies matching recordsExtendSync Outlook | Learn how the app searches NetSuite to find matching entities and transaction records
- FAQ: What file types are supported for attachment sync by ExtendSync Outlook?ExtendSync Outlook | Supported file types by Outlook extension for attachment sync
- 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
- Feature Comparison Table: ExtendSync for Outlook NetSuite Legacy vs New AppExtendSync Outlook | See all the new features we have for you with our new version
- ExtendSync for Outlook Netsuite FAQExtendSync Outlook | Frequently asked questions
- ExtendSync for Outlook NetSuite RoadmapExtendSync Outlook | See what’s new, what we’re building next, and how you can help shape the future
- FAQ: Add or Switch NetSuite Connections in ExtendSync OutlookExtendSync Outlook | Learn how to add or switch connections