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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
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Michelle Jabanes | NetSuite Support Community Administrator