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NSC | Customer > Communication Tab > Email > Attachment Tab > No Include Statements Checkbox
To send individual Customer Statement to a specific Contact, you have to mark the Include Statement checkbox. However, there are instances that this checkbox is missing under Customer record > Communication tab > Email > Attachment tab.
To display the said checkbox, Mail Merge feature should be enabled. If you wish to enable the feature, you may do so by following the steps below:
- Navigate to Setup > Company > Enable Features
- Under CRM tab, in the Marketing section, Check the Mail Merge box
- Read the NetSuite Inc. Terms of Service for Campaign Marketing Services
- Click I Agree
- Click Save
Note: If this feature is not available in your account, please contact your
Dominica Sevilla - Oracle | OTC / P2P / SCM Guru
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