We've compiled a list of all our video tutorials for CloudExtend Outlook here for your convenience.
- Installation (:38) | Learn how to install CloudExtend Outlook on desktop or web version of Outlook.
- Walk-through of all features outlined below (2:27) | Complete app walkthrough in 1 video
- Attaching emails to Contact, Customer and Employee Records (1:07) | Learn how to attach emails to the records via Auto Search
- Attaching emails to other Record Types (:34) | If Auto Search has not auto suggested the relevant records this will show you how to find just the ones you want
- Create a new NetSuite Contact directly from Outlook (:22) | Use CloudExtend Outlook to create new Contacts and save time with pre-populated fields
- Creating new NetSuite records from Outlook (:15) | Create supported record types from within Outlook without having to switch to the NetSuite UI
- Viewing NetSuite records in Outlook (:18) | Get the info you need when you need it and where you need it by viewing the Netsuite details directly in your Outlook
- Configure the fields displayed per record type (:45) | NetSuite records could have hundreds of fields. Learn how to show just the ones you want in Outlook here.
- Where do my emails go in Netsuite (:12) | Emails are attached to the Communication tab of the record you attach them to.
- Saving an email while in Compose mode (1:15) l Learn how to attach emails to NetSuite when you are in Compose mode.