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Make Include Transaction Checkbox Available When Sending an Email From Transactions

edited May 7, 2022 12:56AM in Ask A Guru

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

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Michelle Jabanes | NetSuite Support Community Administrator

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