If you've receive an alert that says you may experience a reduction in the search performance due to a missing CloudExtend bundle please work with your admin to get the CloudExtend Outlook bundle installed. Refer them to this article.
Outlook Settings Overview
See below for a brief overview of CloudExtend settings.
Account : NetSuite Account Name
Username : Your logged in username
Role: Logged in role
Switch NetSuite Account/Role : Enables you switch to a different account or a role in a same account
File Attachment Preferences: This will enable your attachment preference which will be used as the default attachment preference when attaching your file attachments from email to NetSuite Records
Enable Debugger : This is for Celigo developers only to help them debug if you run into any issues.
Clear Cache : This will clear entire cached data in your app. On clicking this app will log you out and will be required to login to the app again using your NetSuite Credentials
Last Sales Activity Tracking : This setting, enabled by default, will also pass the Sender/Recipient entities to the NetSuite message record which are required for NetSuite's Last Sales Activity (LSA) bundle. Unchecking this option will only pass the email address. LSA in NetSuite will be updated when the following conditions are met:
- the sender must be listed as a sales rep in their employee record.
- emails must be attached from sent items folder or from compose mode (required by NetSuite to update LSA)
- emails on Autopilot will not not update the LSA
Subject Inspection : This setting, enabled by default, will search the mail subject for a 4 digit number and fetch matching transaction records automatically.
Enable Categories: If enabled after an email attach, CloudExtend will add a category to the email indicating that the email is attached to NetSuite using CloudExtend. Learn more here
In order to optimize memory and performance CloudExtend can put unfocused task panes "to sleep". Learn more here
Ignore Logged in user: When this is enabled CloudExtend user will ignore loggedin NetSuite user's email while fetching contextual records. This setting is enabled by default.
Developer Settings: These settings are meant for developers to help troubleshoot issues in the app. Enable these settings only if you are asked by a CloudExtend support team member or a developer. Enabling these settings may change the app behavior and interface.