Managing Extensions in CustomBooks™ | Install, Configure & Review

Managing Extensions

Overview

The Extensions feature in CustomBooks™ allows you to add optional functionality and customization to your account. Extensions can be installed from the Extensions Store, configured through extension settings, and removed when they are no longer needed.

You can also use My Extensions to view extensions installed in your account and provide feedback through reviews.


Installing Extensions

You can browse the available extensions in the Extensions Store and install the extensions that provide functionality you need.

To install an extension:
  1. Navigate to Extensions → Extensions Store.
  2. Double-click the extension you want to install.
  3. In the extension's details window, click Install.
    1. Alternatively, just click to select the extension and click the Install button located at the top of the extensions list.


Before or after installing an extension, review the usage instructions provided in the extension's pop-up window. These instructions provide information about where the extension is located and how to use it.

Viewing Your Installed Extensions

The My Extensions section allows you to access extensions that have been installed in your CustomBooks™ account.

To view an installed extension:
  1. Navigate to Extensions → My Extensions.
  2. Double-click the extension you want to view.


From the extension's pop-up window, you can access available options such as launching the extension, disabling or enabling and submitting a review.

Uninstalling Extensions

If an extension is no longer needed, you can uninstall it from the Extensions Store.

To uninstall an extension:
  1. Navigate to Extensions → Extensions Store.
  2. Double-click the extension you want to uninstall.
  3. In the extension's details window, click Uninstall.
    1. Alternatively, just click to select the extension and click the Uninstall button located at the top of the extensions list.


Changing Extension Settings

Some extensions include configurable settings that you can access directly from the extension's details window.

To change an extension's settings:
  1. Navigate to Extensions → My Extensions.
  2. Double-click the extension you want to configure.
  3. In the extension details window, click Settings.
  4. Update the available settings as needed. Changes made are auto-saved.


Note: The available settings vary depending on the extension. An extension may not have a Settings option if it does not require additional configuration.

Reviewing an Extension

You can provide feedback about an extension by submitting a review. Reviews allow you to share your experience and provide a star rating.

To review an extension:
  1. Navigate to Extensions → Extensions Store/My Extensions.
  2. Double-click the extension you want to review.
  3. Click Write Review in the extension details window.
  4. In the review window, select a star rating by moving the slider.
  5. Enter your name in the Name field (optional).
  6. Enter your comments in the Review box.
  7. Click Send.


Your review will be submitted and may be visible to other users in the Extensions Store.

Note: You can also click Suggest your idea from the review window to submit an idea for a new extension or enhancement.


Submitting Extension Ideas

If you have an idea for a customization or functionality that is not currently available, you can submit a customization request directly from the Extensions Store.

To submit a customization request:
  1. Navigate to Extensions → Extensions Store.
  2. Click Request a customization at the top of the Extensions Store.
  3. In the Describe your customization request window, enter details about your requested customization.
  4. Review or update your name and email address.
  5. Click Send to submit your request.


Getting the Most Out of Extensions

CustomBooks™ Extensions provide additional functionality and customization options to support your business needs. Explore the Extensions Store to discover available extensions, configure installed extensions in My Extensions, share your experience with reviews, or submit a customization request if you need functionality that is not currently available.