Discussions

Check out Oracle NetSuite upcoming events and conferences here

Now is the time to ask your NetSuite-savvy friends and colleagues to join the NetSuite Support Community! Refer now! Click here to watch and learn more!

Update your Profile with your Support type to get your Support Type badge.

Expand your NetSuite knowledge by joining our Ask A Guru Live sessions. RSVP on this event now.

Get ready to take on exciting new challenges and become the next SuiteMaster of the Month!

Join the largest gathering of the NetSuite Community at SuiteWorld in Las Vegas, September 9-12! Discover cutting-edge innovations, attend insightful sessions, network with industry leaders, and elevate your business to new heights. Register here!

Make Include Transaction Checkbox Available When Sending an Email From Transactions

Jun 10, 2020 7:06PM 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

I hope you find this document helpful. Let us know your thoughts.