Discussions
Join us for complimentary one-day events around the world and step into a future fueled by AI and limitless potential. Explore new breakthroughs, sharpen your skills, and connect with experts who are shaping what’s next. Experience bold keynotes, interactive learning, and connections that span the global NetSuite community. Discover what's next at SuiteConnect Tour 2026.
Make Include Transaction Checkbox Available When Sending an Email From Transactions
Updated May 6, 2022
In a Transactions record, navigate to Communication tab > Messages sub tab > Click Email.
This is triggered by a NetSuite feature. The Mail Merge feature needs to be enabled to show the Include Transaction checkbox. To do this, please see steps below.
1. As Administrator, navigate to Setup > Company > Enable Features
2. Click CRM tab
3. In the Marketing section, check Mail Merge
4. Select I Agree to the License Term Agreement
5. Click Save
I hope you find this document helpful. Let us know your thoughts.
🌟Q4 2025 Community Choice Nominations: Recognize a member who made a difference in our community!
🏆️ Earn Community badges for Refer a Member | Answer Accepter | Content Creator
_______________________________________________________________________________
Michelle Jabanes | NetSuite Support Community Administrator