Overview of CloudExtend Excel Personal Edition

Install
Overview of SmartClient
Creating CloudExtend Excel Templates
3 ways to retrieve data from NetSuite to CloudExtend Excel
Convert Trial to Paid Subscription
Mass Delete records with CloudExtend Excel
SmartClient Tips Field IDs and Required Fields
Custom Record Settings for Excel SmartClient
CloudExtend Excel and Custom Segments
Setting line level values to null and deleting lines

Use Cases

Journal Entries with SmartClient
Working with Sales Orders in SmartClient
Working with Leads
Creating Vendor Bills
Setting Price value of an Item to “Custom”

Product Overview

Working with Line Items
License Activation Steps
Activating or Refreshing the CloudExtend Excel
CloudExtend Excel - Retrieve Records
CloudExtend Excel- Web Import

Sales & Marketing

Adding Promotion Codes
Working with Estimates
Importing Leads
CloudExtend Excel- Add Sales Orders
CloudExtend Excel - Create Sales Order with Line Items
CloudExtend Excel - Price Matrix Demo
CloudExtend Excel - Edit Sales Orders

Operations

Inventory Adjustments
CloudExtend Excel - Add Assembly Items
CloudExtend Excel - Item Receipt Update Rate

Finance

Creating Journal Entries
CloudExtend Excel - Create Credit Memo
CloudExtend Excel - Customer Payment