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

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