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Attention: Customers with NetSuite Electronic Bank Payment (EBP) SuiteApp, version 2020.2 QA (ID 315896) must UPDATE (do NOT uninstall) their bundle to the Production version 2022.1 (ID 416781) by December 31, 2022. Note: If users fail to manually update the Electronic Bank Payments SuiteApp within the given time window, this version of the SuiteApp (ID: 315896) will be deprecated and the account will not be updated to Leading version (2022.1) of the Electronic Bank Payments SuiteApp. Please refer to the campaign email sent to impacted customers for more information.
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Automate a mail merge
So I'm trying to figure out the best way to allow our salesperson to perform a mail merge without having to do all the steps to create the mail merge. I'd like him to have make a shortcut on his dashboard. This shortcut would do all the steps to create a new mail merge and send it out. This mail merge will go out to a static group of contacts using using an email template and an attached file. I'm trying to eliminate mouse clicks and operator errors. The salesperson will do this maybe once a day, but