What is CloudExtend Outlook?
CloudExtend gives your organization visibility into important communications. Without CloudExtend your important emails remain invisible to others in your inbox. We offer an easy 1-click solution to attach your emails to NetSuite records directly from Outlook and more..
Get Started by following the steps below OR watching the all-in-1 video below
Step 1: Install CloudExtend Outlook on Desktop or web
Step 2: Logging in CloudExtend Outlook
Step 3: Pin CloudExtend to keep the App open as you move from email to email. (RECOMMENDED FOR REGULAR USERS)
Step 4: Configure records that will be auto-fetched (RECOMMENDED)
Step 5: Setup categories to identify if an email has already been saved to NetSuite (RECOMMENDED)
Step 5: 3 ways to attach emails to NetSuite (including saving attachments)
Step 7: How to save emails to NetSuite while in Compose mode
Step 8: Learn how to create new Customer, Contacts and Tasks from Outlook
Step 9: Learn how to search and view NetSuite records in CloudExtend Outlook
Step 10: How to save Calendar events to NetSuite records
**ENTERPRISE USERS ONLY / OPTIONAL**
Watch this 2:27 minute video to see a complete walk-through of all the above features: