Users sometimes accidentally attach an email. Today, in order to remove the email from NetSuite, users must go to NetSuite to remove the email. Even then, CloudExtend still shows the mail as associated.

This enhancement request would give users the ability to remove previously attached emails directly from CloudExtend (assuming they have proper NetSuite permissions).

Version: 4.5.5.0 (July 2024 Update)

Date: 4th July 2024

About this Release

Available July 4th, 2024, this release comes with an update for our Group Edition users. All Group edition users are now eligible to subscribe to Calendar Autopilot (see here for pricing). With Calendar Autopilot, any event you create or update in Outlook will sync immediately to NetSuite with zero clicks. Similarly, any event created in NetSuite will sync immediately to Outlook. Your admin will have control over what type of sync is needed for your organization (bi-directional or one way) and which users will have access to this new feature.

Any new customer who wants to use the Calendar Autopilot functionality would be required to purchase a subscription to Outlook for NetSuite Calendar Autopilot Edition starting from July 4th, 2024 for them to access all the Calendar Autopilot functionality (see here for pricing).

Note: Existing Enterprise users that signed up for early access before June 30 can still use Calendar Autopilot at no charge through September 30.

We are on track to deprecate the legacy Outlook app on August 6th, 2024. To help you prepare, this release also includes a change in the Login page of the app where users now have a direct option to Login to New App rather than logging into the old version and then switching to new version. All users are encouraged to login using the new app only and share their feedback using the chat icon at the bottom of this page or in their app.

What’s New in this Release

No new features have been added in this release.

What Has Changed in this Release

Enhancements

Calendar Autopilot now available for Group Edition users

• Once your organization subscribes to Calendar Autopilot plan, your Admin will see the plan in their Admin portal and assign licenses accordingly.

• In the Accounts section admins can configure the Calendar Autopilot setup by following these steps. Once configured, users can be added via the Licenses tab.

• To learn more about Calendar Autopilot and how it works please refer to this article.

Email association features restricted for users having only Calendar Autopilot access

• If your organization has purchased Calendar Autopilot as a standalone package without also licensing the Enterprise or Group Edition, users will be restricted from using the app to associate emails with NetSuite records. Users would, however, retain full functionality of the app for associating events with NetSuite records. Should a user with a standalone package only try to open CloudExtend when viewing an email they would see the screen below.

• A Group or Enterprise subscription is required if you wish to associate emails to NetSuite records. Enterprise subscribers get access to OneDrive and Autopilot as well.

Login to new app option added in Login page

• With this release, users now have an option to login to the new version directly from the login app rather than logging into Legacy app first and then switching to new app.

• You will be asked to sign in with your Microsoft account when you click on Login to New App. We recommend you use the new app itself for an enhanced experience as we are going to deprecate the Legacy version on August 6th, 2024.

Deprecations

• The legacy version of CloudExtend Outlook will be deprecated on August 6th, 2024. Starting from August 6th you will only have access to the new version. To learn more about the new version and what benefits you would get please refer to this.

Currently users are able to use Autopilot to auto sync all the subsequent threads in an email but there is no option to autosync file attachments. This was originally by design to minimize NetSuite storage space. With this enhancement users would have the option of always syncing attachments when present.

We are working on resolving following fixes

• Retain one drive association when record is transformed or merged

• Unable to attach files from desktop to One Drive in Chrome browser

• File Link doesnt work when folder or sub folder name is changed

This initiative would include all the features required for us to implement a Bi directional Event Sync from Outlook to NetSuite and NetSuite to Outlook.

Version 4.5.2.0 (April 2024 Update)

Date: 8th April 2024

About this Release

CloudExtend Outlook for NetSuite v4.5.2.0 is the newest version and replaces v4.5.1.0

Available April 8, 2024, this release comes with an exciting update to the Calendar Autopilot feature we released awhile back. In addition to syncing calendar events from Outlook to NetSuite, you can now sync events from NetSuite to Outlook as well and have the full Bi-directional sync between Outlook and NetSuite. Now any event you create in Outlook will be visible in your NetSuite account within no time and zero clicks, similarly any event you create in NetSuite will be visible in Outlook within no time. Your admin will have control over what type of sync is needed for your organization and also which users will have access to this.

IMPORTANT PRICING INFORMATION

Please note that all Calendar Autopilot functionality, including the new bi-directional sync, is made available to all eligible customers at no charge through September 30, 2024. After September 30, your organization will need to license the integration separately. Learn more about pricing here.

What’s New in this Release

Bi-directional Calendar Sync between Outlook and NetSuite

With this release, users will have the ability to sync events from NetSuite to Outlook as well as Outlook to NetSuite which was rolled out in Jan 2024 as part of Calendar Autopilot.

In order to take advantage of this new feature your admin would have to enable this in the Admin portal by navigating to Manage Licenses --> Accounts --> Calendar Autopilot. In that section they would have an option to Enable Calendar Autopilot and also the choice of syncing events bi-directionally, from only Outlook to NetSuite or only from NetSuite to Outlook.

Note for Admins who have Calendar Autopilot already configured: Once you enable the type of sync in Calendar Autopilot, click on "Configure Autopilot" and repeat Step 1 of giving the Microsoft Grant. Even the config was done before, this is necessary for the app to be able to write events to the user's calendar.

Once the bi-directional sync is enabled, your NetSuite and Outlook calendars will now be in sync.

• Sync newly created events: Any new event you create in Outlook or NetSuite will sync to the other system within seconds with all details intact.

• Sync updates or deletes: Any updates you make to an event in either Outlook or NetSuite will sync to the other system. If you have deleted an event from NetSuite, it would be deleted from Outlook and vice versa.

• Sync recurring events: We also support sync of recurring events from Outlook to NetSuite and NetSuite to Outlook. Create, update and delete of recurring events will sync without any issues. NOTE: We currently do not support syncing of update/delete of a single instance of recurring event in either system, but it will come in a future release.

• Sync events with correct access level: All your events will be synced with correct access level so that your private or public events stay the same when they are synced over to other system i.e. Outlook or NetSuite. The following mapping is followed in the bi-directional sync between Outlook and NetSuite.

  NetSuite to Outlook

  • Public ---> Public

  • Private ---> Private

  • Show as Busy ---> Private

  Outlook to NetSuite

  • Public ---> Public

  • Private ---> Show as Busy

With help of Bi-directional Calendar Sync, everyone in your organization will have more visibility into the meetings you are having with prospects/customers, it enables you to keep track of your meetings and appointments in one place and have them synchronize between both applications.

Known Issues

• If you have been invited to an event in the NetSuite calendar and that event got synced to your Outlook calendar and you responded with Yes/No in Outlook/NetSuite, then that response is not syncing back to the NetSuite/Outlook event. This is only for events created inside NetSuite. A fix for this is coming soon.

• We currently do not support syncing of update/delete of a single instance of recurring event in either system. A fix for this will be provided in an upcoming release.

• When the time zone you are working in, and your NetSuite admin's time zone are different there are some edge cases that might fail. We will be closely monitoring such issues and work on resolutions in future releases.

Version: 4.5.3.0 (June 2024 Update)

Date: 5th June 2024

About this Release

Available June 5th, 2024, this release comes with an update for our User Edition users. All our User edition users will now be able to access the NextGen app that we have built with new and improved UI, support for more record types, support for custom records and faster performance. They will have an in app option to try out the new app. With this release, we are moving out of beta for our NextGen app. We encourage all users to start using the new app only and let us know of their feedback as we will be deprecating the current version very soon.

This release also includes an enhancement in the new app where when user wanted to set an email on Autopilot and attach the current email attachments as well in the first email itself, they didn't have an option. With this release, they can associate the first email with attachment and set email on Autopilot in one operation itself. This release also includes a fix for an issue where some users were unable to associate an email with attachments and they were getting an error when retrying as well. This is now fixed.

What’s New in this Release

The next generation of CloudExtend was built to make it easier for users to perform their day-to-day tasks. To access all the new features, make sure your admin installs the SuiteApp by following the steps mentioned here.

After this release, you will see option in the app to try out our new app as shown below.

Once you select this option, you will be navigated to the new app and asked to Sign in with Microsoft account. Once you sign in with Microsoft account you will be shown the below screen where you have to grant consent to CloudExtend so that all operations in new app work seamlessly and especially associating an email with file attachments.

Once you click on Continue with Microsoft, you will either get an option to grant consent or if you are not the Microsoft Admin, you will get an option to send request to your Microsoft Admin. You can send these instructions to your Microsoft Admin as to how to grant the access to CloudExtend.

Once the access is given, you can click on Continue with Microsoft again and it should take you to next step i.e create connection. Here you can connect to your NetSuite account. Make sure you install the SuiteApp in your NetSuite account before creating a connection as SuiteApp is mandatory for new app to work.

Once the connection is created you can explore the new app and try out all features. You can see what's new in the NextGen version here.

We encourage you to use the new app as much as possible as we will be going to deprecate the current version very soon.

What Has Changed in this Release

Enhancements

Ability to associate first email with attachment while enabling Email Autopilot

• Before this release, if user had to enable Email Autopilot for a particular email and they also wanted to sync attachments as well for the current email while doing that, there was no option for user to do both at once. They would be able to start the Email Autopilot but not select attachments for first email. This is now supported. Users will be able to associate the first email with attachment and also start Email Autopilot in one operation only.

Note that the attachment selection is only for the first email and not for subsequent emails. We are currently working on a feature where you can configure if you want attachments for future emails as well to sync. This will come in a future release.

Fixed Issues:

• Issue with syncing emails with attachments: There was an issue that some of our users were facing with the NextGen version where they were unable to sync an email with attachments to NetSuite records due to an issue. We were able to find the cause for this and fix it. Users should now be able to associate an email with attachments without any issues.

This will enable creating support cases from an email within the app. 

This would give users the ability to sync their Outlook events to NetSuite automatically once the setup is done from their admin.

An organization that wants to set up One Way Event Sync from Outlook to NetSuite for users can use the subscription portal of CloudExtend to set up the configuration and add users who would have access to this feature.

• Admin would be asked to provide Microsoft grant in the first step for his organization domain. 

• In the next step he would be asked to login to his NetSuite account

• He can also add and remove users he would want to give this feature access to

Once done, user's Outlook calendar events would be synced to his NetSuite calendar. Any changes to the events would also be synced.

Note: This release would support single day public events of user's Outlook calendar. Support for recurring, multi day events and private events will come in a future release.

Using this feature Admins now have the ability to enable or disable the Thread or Email Autopilot for each of their users. Before this there was only one option to enable or disable Autopilot. But with this feature, Admin can

• Enable/Disable Thread AP at org level and user level

• Enable/Disable Email AP at org level and user level

The event sync that we have currently from Outlook to NetSuite syncs single day events. This epic covers stories related to syncing Recurring and Multi day events from Outlook to NetSuite

Currently users can change events from Outlook and sync the changes back to NetSuite with the 'Sync' icon. Cancellations, however, are not supported. This request is to enable users to delete an event from Outlook and delete the associated event in NetSuite as well.

We are excited to share that we are currently in the process of building the Next Generation of CloudExtend Outlook for NetSuite. This new version will be built on modern and robust frameworks, providing users with a vastly improved user experience based on the valuable feedback we have received from our customers over the years.

Rest assured, all the features that you love in CloudExtend Outlook will be included in this enhanced version. However, you can expect more exciting features added to the new version in future releases.

CloudExtend apps will switch to a more secure and robust login mechanism, based on OpenID Connect. With CEFI, users will be required to perform a one-time authorization to access their NetSuite account. The authorization flow will support SSO, NetSuite 2FA, and basic NetSuite credentials while remaining BFN Compatible.CEFI will, therefore, provide users with an industry-standard, secure, streamlined login flow that adheres to NetSuite’s own security and privacy guidelines.

CloudExtend Outlook users can currently hover over records displayed in the add-in and receive a limited amount of added detail. We feel there is room for improvement here and are considering adding a card like interface which would pop up after a small period of time when the user hovers over a record. This would allow more room to provide additional details in a view only format.

Ability to attach emails to a vendor bill credit

CloudExtend currently supports popular record types. This enhancement request would add the ability for emails to be able to be attached to any NetSuite record type that supports the messages tab. This would include custom records.

We are planning a major overhaul to the UI to improve user adoption and reduce the effort to attach emails and files. Please comment on the areas you'd like to see improved.

When a user attaches an email to a support ticket the email does not get sent to the customer as part of the attachment process, however, because the 'internal only' checkbox is not exposed when attaching an email customers could still 'see' these emails if they log in to the support center and look at the list of mails related to their case.

This enhancement request would require that CloudExtend expose first recognize that a support case record is selected and then provide a checkbox to select to mark as internal only.

Version 4.2.6.0

Date: June 2023

About this Release

The CloudExtend Outlook for NetSuite v4.2.6.0 is the latest version of CloudExtend Outlook for NetSuite and is the successor to CloudExtend Outlook for NetSuite v4.1.5.0. This release comes with a fix for an issue faced by users where the Recipient field was assigned wrong value in message record of NetSuite via Autopilot.

What’s New in this Release

No new features were added in this release.

What Has Changed in this Release

No new changes were made in this release.

Fixed Issues:

• Fixed issue with assigning the wrong Recipient for mail when associating to NetSuite Record via Autopilot:

  There was an issue with wrong entity being set in the Recipient field of message record in NetSuite when a user set an email from Sent Items on Autopilot to be synced to his entity record in NetSuite. It was showing the wrong Recipient entity record in NetSuite. This is fixed now. It should show the correct Recipient entity for the message for above case.

Deprecations:

No feature deprecations in this release.

Removals:

No feature removals in this release.

Attach emails to Credit Memo records. You should be able to search and associate your emails to Credit Memo records

Version 4.1.1.1

Date: Jan 2023

About this Release

The CloudExtend Outlook for NetSuite v 4.1.1.1 is the latest version of CloudExtend Outlook for NetSuite and is the successor to CloudExtend Outlook for NetSuite v 4.0.0.9. This release comes with Autopilot 2.0 support for shared mailboxes. This release also brings Autopilot back to the search view as well as support for attaching emails to Credit Memos and a few more existing enhancement requests have been added.

What’s New in this Release

The ability to attach emails from customers to Credit Memos is now supported with this release. Please note that support for attaching emails to credit memos is contingent on your company's CloudExtend Outlook bundle being updated. Bundle updates are automatic but can take 7-10 days to be pushed to the entire CloudExtend customer base.

What Has Changed in this Release

The CloudExtend Outlook for NetSuite v4.1.0.0 contains the following feature enhancements.

Enhancements:

• Record Search View Autopilot 2.0 support: During the initial release of Autopilot 2.0 the ability to set an email address or an email thread to autopilot in the Record search view was not supported. With the new release, users are now able to set a thread or an email address on Autopilot using the search result screen by searching for specific records using the Search icon.

• View all records view Autopilot 2.0 support: Before Autopilot 2.0 users were able to expand and see all the record suggestions when there are multiple suggested records available and to set Autopilot from that screen. This was not possible with the release of Autopilot 2.0. This oversight has been addressed with this release.

• Shared Mailbox Autopilot 2.0 support: Users can now use Autopilot 2.0 features while using appropriately licensed shared mailboxes

• Theme Update (Client App): This release comes with theming changes to reflect the new product logo and branding to provide a refreshing experience to our customers.

Deprecations:

No feature deprecations in this release.

Removals:

No feature removals in this release.

Version 4.1.2.0

Date: Feb 2023

About this Release

The CloudExtend Outlook for NetSuite v 4.1.2.0 is the latest version of CloudExtend Outlook for NetSuite and is the successor to CloudExtend Outlook for NetSuite v 4.1.1.0. This release comes with a fix for an issue faced by users using a NetSuite Sandbox account where a UI glitch was not allowing users to associate their emails to NetSuite records in search view. This is fixed now.

What’s New in this Release

No new features were added in this release.

What Has Changed in this Release

No new changes were made in this release.

Fixed Issues:

• Unable to associate mails in Sandbox account from search view: Users were facing a UI glitch when they were logged in with the NetSuite sandbox account because of which the Associate option was disabled and users were not able to associate emails to NetSuite records. This is fixed now.

Deprecations:

No feature deprecations in this release.

Removals:

No feature removals in this release.

Version 4.1.3.0

Date: March 2023

About this Release

The CloudExtend Outlook for NetSuite v 4.1.3.0 is the latest version of CloudExtend Outlook for NetSuite and is the successor to CloudExtend Outlook for NetSuite v 4.1.2.0. This release comes with a fix for an issue faced by users using a NetSuite Sandbox account where a UI glitch was not allowing users to associate their emails to NetSuite records in search view. This is fixed now.

What’s New in this Release

No new features were added in this release.

What Has Changed in this Release

No new changes were made in this release.

Fixed Issues:

• Fixed issue with attaching read only files in user's SharePoint using One Drive Integration: If user was part of a SharePoint site where he was a member and had only View access to some files, those files were not available for user to search for and attach in CloudExtend Files tab. This is now fixed.

• Fixed an issue where the external id was not being populated for events and messages in Compose mode: There was an issue where external id was not being populated when we associate emails or events to NetSuite records in Compose mode via the add in. This was causing emails attached by CloudExtend to be undercounted in admin dashboards. This is fixed now, and external id should be populated for such mails and events. For more details on how to track usage metrics please refer to this article.

• Fixed UI issue with a confirmation dialog in Auto Associations view: There was an issue where when trying to remove an Email Association to NetSuite record in Auto Associations view, if the record name was long the Yes/No options were not visible to user. This is fixed now.

Deprecations:

No feature deprecations in this release.

Removals:

No feature removals in this release.

Version 4.1.5.0

Date: March 2023

About this Release

The CloudExtend Outlook for NetSuite v4.1.5.0 is the latest version of CloudExtend Outlook for NetSuite and is the successor to CloudExtend Outlook for NetSuite v4.1.3.0. This release comes with a fix for an issue faced by users who were not able to view all matching records when there was a large list and the list was hidden behind the Autopilot UI. This is fixed now.

What’s New in this Release

No new features were added in this release.

What Has Changed in this Release

No new changes were made in this release.

Fixed Issues:

• Fixed UI issue where matching records were hidden behind the Autopilot UI:

  When user had a considerable list of matching records for their current email and they tried to view all records, there was a UI issue that was preventing users from viewing the complete list as shown in the screenshot. This is now fixed and the complete record list can be viewed.

Deprecations:

No feature deprecations in this release.

Removals:

No feature removals in this release.

About this Release

The CloudExtend Outlook for NetSuite v 4.0 is the latest version of CloudExtend Outlook for NetSuite and is the successor to CloudExtend Outlook for NetSuite v 3.5.3. This release comes with a major feature upgrade to Autopilot.

What’s New in this Release The CloudExtend Outlook for NetSuite v 4.0 contains the following new features.

For detailed instructions and a video on how to use Autopilot 2.0 click here.

Autopilot 2.0 (for customers with our Enterprise Edition)

Autopilot 2.0 is the latest release of Autopilot, our most-used enterprise feature. In addition to all the capabilities of Autopilot 1.0, the latest version of Autopilot can now be email-based—instead of tracking an email thread, you can now put the sender or recipient email address on Autopilot.

• Set email address to be automatically synchronized

  • When you receive an email, you will now be able to monitor all future communications to or from a specific email address and have that email attached to just the right NetSuite records with zero clicks. For example, jess@suiteup.com sends an email. You can have every single email to or from jess@suiteup.com sync to one or more NetSuite records. You would only need to set it once.

• Single screen to view and remove all the Autopilot 2.0 associations

  • Users can simply navigate to a central location where they can search for an email address set for automatic synchronization and see the NetSuite records they are associated with. Users can also remove the email address and its associations so further emails from that email address will not be automatically synchronized with NetSuite.

• Autopilot Status Log

  • Autopilot Status Log view is updated to allow users to view the status of all Autopilot syncs. The feature includes a new sub-tab under Autopilot to keep track of Autopilot-enabled activities, i.e., thread-based and Autopilot 2.0 (to/from) associations. The CloudExtend add-on will display the status of the association, ie successfully synchronized, pending, or failed to synchronize.

• Stay on top of what’s happening with your emails with intuitive and simple user experience

  • Visual cues enable users to see right away if the email is on Autopilot, thus saving valuable time, eliminating redundant clicks, and ensuring that everyone in the organization has access to this communication in NetSuite.

What Has Changed in this Release

This release does not contain any feature enhancements, feature deprecations, and feature removals.

Known Issues

• In Autopilot 1.0, users were able to set a thread on Autopilot using the search result screen by searching for specific records using the Search icon. However, for this release users will not be able to set Autopilot from the search screen. This is a temporary limitation, and this will be fixed in the next release.

• With Autopilot 1.0 users were able to first associate the email with attachments and then set it for Autopilot. With the new release, users will not have that option for emails synced via an email address. As a workaround users can forward the email to themselves and then associate it to NetSuite with attachments. We are working on a fix for this which will be available in a future release.

About this Release

The CloudExtend Outlook for NetSuite v3.5.1.2 is the latest version of CloudExtend Outlook for NetSuite and it includes the below-mentioned feature additions and improvements.

In our last release, we removed the attachment slider from the association view. Without the slider, users were no longer possible to select all the attachments and make it a sticky setting. This release comes with changes to the App Settings that brings back the attachment sticky setting feature with more attachment preference options.

What’s New in this Release

No new features in this release.

What Has Changed in this Release

Improvements:

• File attachment preferences

  In our last release, we removed the attachment slider from the association view. Without the slider, users were no longer possible to select all the attachments and make it a sticky setting for subsequent mail associations. This release comes with changes to the App Settings enabling the user to select the attachment preferences using the File Attachment Preferences section. This enables the users to sustain the selected preference as a sticky setting that will apply for each subsequent email. Read more

About this Release

The CloudExtend Outlook for NetSuite v3.5.0.3 is the latest version of CloudExtend Outlook for NetSuite and it includes the below-mentioned feature additions and improvements.

This release comes with changes to support three-step-authentication (3SA) for the mobile support for the CloudExtend Outlook for NetSuite. The release also includes an update to the add-in, removes the attachments slider button from the outlook add-in, and many more improvements.

What’s New in this Release

The CloudExtend Outlook for NetSuite v3.5.0 contains the following new features:

Support for Three-Step-Authentication (3SA) for Mobile

CloudExtend Outlook for NetSuite now supports 3SA for mobile. It is recommended that all the users use 3SA as NetSuite is deprecating the support for basic credentials with the 2021.2 release. Users should only click 'Connect to NetSuite' that will start NetSuite's own 3SA flow.

Project (Job) Subject Inspection

The Subject Inspection is a setting that searches the mail subject for a 4-digit number and fetches matching transaction records automatically. Previously, subject inspection did not support Project (Job) records. With this release, we have added the Project (Job) record to the auto fetch feature and will search NetSuite Project (Job) records for all 4+ digit numbers found in the subject line.

What Has Changed in this Release

The CloudExtend Outlook for NetSuite v3.5.0.3 contains the following feature changes.

Enhancements

• Minor changes to improve the user experience:

  This release includes some minor enhancements to the add-in to improve the user experience. We have added a search-box to dropdowns when the number of items in the dropdown is more than twenty list items. This enables users to key-in to filter the list.

  When the custom forms are enabled using the add-in the ‘Create using (Custom Form) field, it is now added to the top of the record creation window where previously users would have to scroll down to find that field.

Deprecations

No feature deprecations in this release.

Removals:

• Attachment Slider Removal

  Previously, while attaching, a user was required to first set the attachment slider and then to select individual attachments. However, most of the users would click to attach all images but forget to leave the slider on. This has created a confusion among users who were under the impression that selecting the attachments individually would attach them to the corresponding NetSuite records. Hence, we have eliminated the slider button—users can now select the attachment that needs to be included while associating to NetSuite records.

  Note that with this release, it will no longer possible to have the attachments all selected as a sticky setting. We’re working on a solution to be included in the next minor release.

Fixed Issues

• Fix for an issue where some users were getting locked out of the app on certain devices

  We have recently had instances where some users were automatically blocked as MS Outlook have been sending large volumes of requests to the CloudExtend backend. This was due to a possible Microsoft bug on Outlook/EdgeHTML.

  Given that the bug has not yet been fully addressed we now mitigate this problem by proactively detecting the issue and rather than blocking requests, we guide the users through remedial action.

• Issue with Autopilot in multiple shared mailboxes

  We had an issue when using multiple shared mailboxes within an organization. Switching between multiple shared mailboxes, would result in causing some issues for the autopilot feature. This was fixed with this release.

We're continuing to refactor our code to improve performance and address minor bugs reported by our users.

When working with a large number of opened mail windows, set inactive mail-windows to go to sleep until the user actually starts working on them. While unused mail windows are put to sleep A static page will be shown.  This will reduce unwanted memory usage. Whenever the user wants to come back to add-in, he may do it from that sleeping taskpane. 

About this Release

The CloudExtend Outlook for NetSuite v3.4 is the latest version of CloudExtend Outlook for NetSuite and is the successor to CloudExtend Outlook for NetSuite v3.3.

This release comes with a major improvement to our add-in with backend APIs being optimized for better performance and less memory utilization. The add-in also comes with an opt-in feature for users that use task pane pinning and have multiple Outlook emails open at a time.

What’s New in this Release

The CloudExtend Outlook for NetSuite v3.4 contains the following new features:

Sleeping Task Pane

All Microsoft add-ins consume system memory. As a result of this, we have observed a slowness that increases as users open a large number of task panes. This sometimes tends to freeze task panes, especially when users have opened more than 10 task panes. In order to optimize performance CloudExtend can put a task pane "to sleep".

The sleeping task pane feature will get activated only if a user has spun up more than two task panes. After 60 seconds, all the open task panes except for the two most recent task panes will be put to sleep.

Customers who are using more than 10-20 or even more task panes (open mail windows) should enable this setting so that the add-in does not consume unnecessary system resources. It will put inactive task panes to sleep until the user clicks on it to activate. 

How to enable Sleeping Task Pane?

To enable /disable this feature please go to Settings -> Enable Sleep Mode. A checkmark will show it is enabled and the lack of a checkmark will indicate it is disabled.

What Has Changed in this Release

The CloudExtend Outlook for NetSuite v3.4 contains the following feature enhancements:

Enhancements**:**

• API Optimizations for better, faster user experience:

  Have you ever had issues with CloudExtend Outlook eating up your CPU units and messing with your work-day? Well, this fix is just for you!

  We have made improvements to the app in to reduce the network traffic caused between the application and Microsoft Exchange servers and ultimately minimize the stress on your system resources. The app uses a mechanism that ensures faster loading of the Welcome page and optimal memory utilization, thus catering to an enhanced user experience. You should see increased responsiveness and faster loading of the application.

Click here for the detailed release note.

Autopilot enables Outlook users to put an email thread on Autopilot, ie once you attach the email to a NetSuite record all subsequent emails in the same thread will be added to a queue and automatically attached to the same set of records.

This feature will be available to Enterprise Edition customers.

Outlook users who are using shared mailboxes will also be able to use the Autopilot feature enabled for those mailboxes as well.

About this Release

The CloudExtend Outlook for NetSuite v3.2.0 is the latest version of CloudExtend Outlook for NetSuite and is the successor to CloudExtend Outlook for NetSuite v3.1.2

This release comes with major features that enable the Autopilot feature to all subscribers that have a version of Outlook that supports add-ins on shared mailboxes. Once a user has installed CloudExtend on their own mailbox it will appear when working in a shared mailbox as well. See below for all the exciting new features and fixes.

What’s New in this Release

The CloudExtend Outlook for NetSuite v3.2.0 contains the following new features:

• Autopilot support for Shared Mailboxes

CloudExtend Outlook for NetSuite’s previous version 3.0. released one of the most requested features by our customers. With Autopilot, when a user attaches a single email to one or more NetSuite records, all subsequent conversations of that same email thread will be attached automatically to those NetSuite records without requiring human intervention. However, version 3.0. was only supporting individual mailboxes and the support was not available for Shared Mailboxes. This version of CloudExtend add-in comes with the support for Autopilot in shared mailboxes.

Autopilot support for shared mailboxes would require an additional license as CloudExtend Autopilot is a background process that runs on mailboxes on your Exchange Server. Therefore, this requires a separate CloudExtend license for your shared mailbox.

What Has Changed in this Release

No feature enhancements in this release.

Deprecations:

No feature deprecations in this release.

Removals:

No feature removals in this release.

Known Issues

• Emails received from domains not using Outlook/Exchange (ie Gmail) will fail to sync unless the best practice advice in the article here.

• Categories may not be automatically created by CloudExtend and users may need to manually create the 'Synced by CloudExtend' category per this article.

• Users on unsupported versions of Outlook may get an error message (You cannot perform this action. This add-in scenario is not supported in this folder.). This is not a unique issue to CloudExtend and impacts users of any add-in for Outlook when used on a shared mailbox. Here is a Microsoft article documenting what's not supported, specifically in the section called Mailbox items available to add-ins: https://docs.microsoft.com/en-us/outlook/add-ins/.

About this Release

The CloudExtend Outlook for NetSuite v3.3 is the latest version of CloudExtend Outlook for NetSuite and is the successor to CloudExtend Outlook for NetSuite v3.2.

This release comes with major features that enable users to create Leads, Prospects, and Opportunities using the CloudExtend add-in and support for custom fields as well as custom forms for validation. See below for all the exciting new features and fixes.

What’s New in this Release

The CloudExtend Outlook for NetSuite v3.3 contains the following new features:

Ability to use custom fields for record creation

Previously, users were not allowed to add custom fields from the add-in resulting in the inability to update NetSuite records with required custom fields. With this release, CloudExtend Outlook for NetSuite introduces the ability to add custom fields during record creation and editing from the add-in. CloudExtend now supports 15 custom field types that can be added when viewing or updating records.

• Checkbox

• Currency

• Date

• Datetime

• DecimalNumber

• eMailAddress

• FreeFormText

• Hyperlink,

• IntegerNumber

• ListRecord

• LongText

• Percent

• PhoneNumber

• RichText

• TextArea

Learn how to add custom fields in this support article (a short gif overview is below).

Ability to reference custom forms for field validation

Custom forms are used in NetSuite to display specific fields to end-users, some of which are marked as required. The NetSuite API does not allow CloudExtend to simply display the relevant fields based on a user’s custom form. Users will still need to manually add their fields. Users can, however, add the field ‘custom form’ which will enable NetSuite to enforce any validation rules for that form during a record upsert.

Learn more here.

Create Leads, Prospects, and Opportunities

CloudExtend now supports creating and editing Leads, Prospects, and Opportunities. Previously users were able to create Customers, Contacts, and Tasks.

What Has Changed in this Release

The CloudExtend Outlook for NetSuite v3.3 contains the following feature enhancements:

Enhancements:

In addition to adding highly requested new features, we have been working on numerous enhancements to the existing features and the user experience.

Show most popular Record Types Searched

Searching for records has been made even easier by introducing the most popular record types as shown below. This will help the user to easily pick the record type which he/she is being used regularly.

Recently Updated Records Widget

We have introduced a new widget to the context menu introducing the recently Updated Records. This widget will show the latest records that have been created or updated where users can now more easily find their last edited records without having to search for them for the mail to be attached.

Redirects to Contextual View for greater user experience

The CloudExtend Outlook for NetSuite previously navigated to the record view screen, after successful record creation. With the new change, all the successful record creations except for tasks (because NetSuite does not support email attachments for task records) will navigate the user back to the contextual view enabling him/her to attach the mail to the record created. This enhancement avoids additional steps that would be required for a user to attach a mail to a new record.

Customized Global Search Prefix and Suffix

Admins can customize the prefix or suffix used when users search for records. At present, a subject line with 65321457 will not return any results for a matching record in NetSuite with a prefix such as INV (ie INV)65321457. With this update, admins can enable a search prefix such as “%” that would surface the records. This requires a bundle update to be pushed to your account and this can take up to 5 days. If you don't see it yet please be patient as it takes some time for the update to be pushed to the entire base.

Learn more here.

Support for records that have been renamed

Previously companies that had renamed records in NetSuite (for example Account instead of Customer or Physician instead of Partner) were unable to surface records using global search. With this update admins will be able to map standard NetSuite record names to your organization's preferred name.

Learn more here.

CloudExtend will be adding support for users to add custom fields when creating NetSuite records in Outlook. Users will also be able to choose a single custom NetSuite form to use for validating the fields upon submitting the form.

At present users can create customers, contacts, and tasks directly from Outlook when using CloudExtend. This enhancement would allow users to also create other record types as well. We're considering opportunities, leads, prospects to start. Please vote on this and add your desired record type in the comments.

This enhancement will help users to simply pick from the recently searched records types so that they wouldn't have to spend time search for their frequently used records types.

Enhancements

• Added a re-sync button in the Status Log view to fetch the latest status of the activity

• Added an option to retry failed activities

• Added support to be able to search for records with text containing special characters

• Added support to look up for multiple sets of 4 or more digits from the subject line and fetch related transactions and activities

• Enhanced background status checks to execute in bulk to further improve concurrency

Bug Fixes

• Fixed a bug with Last Sales Activity (LSA) field not getting updated properly

• Fixed a bug with event creation for polymorphic records (emails containing )

• Fixed a bug where Enable File Attachments setting was not getting disabled

About this Release

The CloudExtend Outlook for NetSuite v3.0 is the latest version of CloudExtend Outlook for NetSuite and is the successor to CloudExtend Outlook for NetSuite v2.4.75.16

This release comes with a major feature that enables users to Auto-sync email threads using Autopilot.

What’s New in this Release

The CloudExtend Outlook for NetSuite v3.0 contains the following new features:

Autopilot

With Autopilot, when a user attaches a single email to one or more NetSuite records, all subsequent conversations of that same email thread will be attached automatically to those NetSuite records without requiring human intervention.

Autopilot Status Log

Autopilot Status Log view allows users to view the status of the threads that were sent to NetSuite with Autopilot during the last 14 days. The feature will include a new tab to keep track of Autopilot-enabled activities. The CloudExtend add-on will display the status of the autopilot thread as to whether it was successfully synchronized, is still pending, or has failed to synchronize.

User-friendly visual cues:

• The bottom of the CloudExtend task pane will indicate the current status of Autopilot, i.e., whether it is still on or has been disabled.

• In the middle of the task pane, you can see the NetSuite records that the email is synchronizing with. You can even access the NetSuite record directly by clicking on the menu icon.

• CloudExtend Outlook for NetSuite adds categories to the email to let the user know that the email has been attached via Autopilot. Depending on the user’s Outlook version and screen size these may be displayed as text in a colored box or just as a small colored icon.

Auto-attached records in the Welcome View

The Welcome view of the CloudExtend Outlook for NetSuite will display the automatically attached records.

Click here for the detailed release note:

Autopilot enables Outlook users to put an email thread on Autopilot, ie once you attach the email to a NetSuite record all subsequent emails in the same thread will be added to a queue and automatically attached to the same set of records.

This feature will be available to Enterprise Edition customers.

This feature enables OneDrive and SharePoint files and folders to be searchable directly within NetSuite’s CloudExtend Files tab that enables:

• Search for characters in document names, context, and within images (image processing)

• Search in folders

This search facility is available for a large variety of document formats, e.g., PDF, text, MS Word, MS Excel, JPEG, PNG, and AutoCAD.

We are working on infrastructure enhancements that will provide better support for attaching files with emails. With this major overhaul, we are targeting to fix a few known issues with our Outlook app to improve reliability and performance while working with attachments. After users click 'save email' they will be able to immediately continue working while the email and file attach process happens as a background process. We're also adding a status log so users can view attach history.

New and improved user experience while working with file attachments, making it easy for you to continue working with your emails, while the file gets attached to your NetSuite records in the background.

We have added support for the following new record types:

• Return Authorization

• Expense Reports

• Customer Deposits

• Vendor Return Authorization

Currently CloudExtend attaches emails to the NetSuite Messages tab using the native NetSuite message record. Because this record is not customizable there is no way to discern which emails were attached by CloudExtend and which are native to NetSuite.

This enhancement request is to be able to identify emails attached by CloudExtend users vs native NetSuite.

Currently CloudExtend users using Outlook online and the new login flow get logged out of their sessions for reasons beyond our control. This results in users logging in more often than necessary and also results in excess tokens being stored causing a headache for some admins.

We plan to modify our App so that even a session timeout will not result in CloudExtend tokens needing to be created again. This will reduce the number of excess logins and make an admins life easier as well.

More on the issue can be found in the support article below https://support.cloudextend.io/en/articles/3888536.

CloudExtend now supports shared mailboxes (yay). At present users are automatically logged out of NetSuite when switching between mailboxes. We plan to change this behavior and keep users logged in to their active NetSuite session when switching between mailboxes.

When a user clicks 'Suggest Related Records' in CloudExtend a list of matching records in NetSuite id displayed. This enhancement request would a small NetSuite icon next to the record names that would be a hyperlink to the record in NetSuite making it one click away.

Enterprise users can now attach files and folders to OneDrive and associate them with NetSuite records without occupying NetSuite storage space. By associating a folder even external users with access to the folder can add files and, because the folder is associated with a NetSuite record, it will automatically be available in NetSuite.

Learn more

• https://support.cloudextend.io/en/collections/887324-cloudextend-outlook-for-netsuite#onedrive-and-sharepoint-for-business

• https://youtu.be/jJhJUd_3Vjw

Version 2.3.5 has been launched to address a memory issue which caused Outlook to stop responding when the CloudExtend App was pinned.

We're super excited 🎉 because the new flow now supports all NetSuite login flows out of the box without the administrative overhead of managing tokens.

• Two-Factor Authentication

• Single Sign On

• Token Based Authentication Note - tokens are now generated automatically without user intervention

• Basic User Credentials

This was a significant rewrite that reduced the load size of the App to improve the load time.