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Release 2020.1: Users can Access the Standard Transaction Email Template at Documents.

edited Mar 19, 2020 5:56PM in Ask A Guru

Previously in NetSuite 2019.2 release, the Standard Email Template was hidden and cannot be further customized. However, in NetSuite 2020.1, you can now use the Standard Transaction Email Template at Documents > Templates > Email Templates and build customized email templates.

A company Email Preference will be added for setting the default email template. The preference allows the users to change the default email template and and be able to use customized email template for standard transaction forms.

You can set the Default Email Template preference at Setup > Company > Email > Email Preferences > Transactions subtab.

The users will be able to create customized email template by customizing Transaction Email Template with PDF attachments.

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