Accounting / ERP

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NSC | Customer > Communication Tab > Email > Attachment Tab > No Include Statements Checkbox

edited Sep 1, 2022 3:36PM in Accounting / ERP

To send individual Customer Statement to a specific Contact, you have to mark the Include Statement checkbox. However, there are instances that this checkbox is missing under Customer record > Communication tab > Email > Attachment tab.

To display the said checkbox, Mail Merge feature should be enabled. If you wish to enable the feature, you may do so by following the steps below:

  1. Navigate to Setup > Company > Enable Features
  2. Under CRM tab, in the Marketing section, Check the Mail Merge box
  3. Read the NetSuite Inc. Terms of Service for Campaign Marketing Services
  4. Click I Agree
  5. Click Save

Note: If this feature is not available in your account, please contact your


Dominica Sevilla - Oracle | OTC / P2P / SCM Guru

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