Discussions
Stay up-to-date with the latest news from NetSuite. You’ll be in the know about how to connect with peers and take your business to new heights at our virtual, in-person, on demand events, and much more.
Now is the time to ask your NetSuite-savvy friends and colleagues to join the NetSuite Support Community! Refer now! Click here to watch and learn more!
Update your Profile with your Support type to get your Support Type badge.
Uncover the power of data with the Analytics Hub —your ultimate guide to mastering NetSuite Saved Searches and Reports. Simplify the complex and unlock your organization's true potential. Dive into the Analytics Hub now and soar to new heights!
To help you get the most out of your 2025.2 Release Preview account, review the topics outlined in the 2025.2 Release Preview Guide.
Nominate Your Peers for NetSuite Support Community's Choice of the Quarter! Submit your nomination today.
Intelligent Payment Automation version 1.0.3 is now available in the SuiteApp Marketplace. The SuiteApp, powered by BILL, lets you automate payments, manage vendor details, and bank account information within NetSuite. Learn more
Mail Merge Testing Template
Thought this Document might be helpful for people doing any sort of Word document merge functions within Netsuite.
The linked document is something I created for my company with most of the common fields we might use for Mail merge documents. It helps me, as an administrator, to determine what fields are going to work when a user requests a new mail merge document.
I uploaded the document to Netsuite as a template and perform letter merges on leads, customers or contacts to determine what fields I will need to put into a new template. I then just copy the appropriate merge field from this document into my new templates so I dont need to create a NEW mail merge document in MS-Word.
0