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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.
Celebrate Your 2025 Community Recap & Achievements!
We’re excited to announce that the 2025 Community Recap is now available! This special recap highlights the amazing contributions and achievements of our members over the year and celebrates the collective success of our community.
Check your personalized recap to see the impact you made in 2025 and how your efforts helped shape our community’s growth and success.
View Your 2025 Community Recap
Thank you to everyone for your passion, collaboration, and support. Here’s to building an even stronger community together in the year ahead!
We’re excited to announce that the 2025 Community Recap is now available! This special recap highlights the amazing contributions and achievements of our members over the year and celebrates the collective success of our community.
Check your personalized recap to see the impact you made in 2025 and how your efforts helped shape our community’s growth and success.
View Your 2025 Community Recap
Thank you to everyone for your passion, collaboration, and support. Here’s to building an even stronger community together in the year ahead!
Please note that on Friday, January 9, 2026, at 8:00 PM Pacific time, our Case Management System will undergo a scheduled maintenance for approximately 60 minutes. During this time, case creation via SuiteAnswers will be unavailable and inbound calls will be routed to Customer Service.
Comments
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@Trixie Amora-Oracle See the attached. https://us.v-cdn.net/6032262/uploads/NVMG9ZDYE1JS/511colorslist731.xlsx It's not any special template or anything. I was just hoping to reupload what I was able to export.
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@Tigran Shahnazaryan First off, thank you so much for all your help on this! I have one follow up question, I am making the group and noticed the below column. Will this stop those with the soft opt-out from receiving the email?
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@Tigran Shahnazaryan Where would I find the Customer Group field on the customer record?
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@Tigran Shahnazaryan So, if I am going to use the bulk mail merge option, I will need to make a customer group to use the function? I can't select from a list of customers like in the generate statements page?
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@Tigran Shahnazaryan So there is no way to customize the email template that is used when processing it the generate statements page (process shown below)?
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@Alex Joves -Oracle Would it make a difference if I am not looking to personalize the messages or recipients before sending. I am looking to edit the default email that gets sent out to everyone.
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Hello @MoonK, thanks for your response but I'm not looking to edit the PDF or the form. I am looking to edit the email that is sent when sending the customer statements via email using the following menus Transactions > Customers > Generate Statements and then using the paper plus action symbol to select Email as seen in…
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Hello @Tigran Shahnazaryan I'm not looking for the PDF template, I am looking for the email template that is used to send the PDF out using the action email button.