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!
New AI Community Guidelines. Please review and follow them to ensure AI use stays safe, accurate, and compliant.
Stay in the Know
Be sure you're subscribed to NetSuite communication to stay in the know about monthly happenings, updates and announcements. Subscribe
Be sure you're subscribed to NetSuite communication to stay in the know about monthly happenings, updates and announcements. Subscribe
Writing and keeping a bespoke letter
In our business, we often mail information and samples to customers, and these require a bespoke letter to accompany them.
I have created a template that pulls in the customer name, address, etc.
But I also need to pull in text from a field that is saved with the letter, i.e. something like the "Internal Memo" field.
Unfortunately you cannot use the "Internal Memo" field as a source for the letter template.
NetSuite Support has suggested that I create my "letter" field with the contact, opportunity, or prospect. But if I do this, next time a write a letter to the customer, I have to overwrite the previous letter.
0