Discussions
Stay up-to-date with the latest news from NetSuite. You’ll be in the know about how to connect with peers and take your business to new heights at our virtual, in-person, on demand events, and much more.
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!
Stay in the Know
Be sure you're subscribed to NetSuite communication to stay in the know about monthly happenings, updates and announcements. Subscribe
Be sure you're subscribed to NetSuite communication to stay in the know about monthly happenings, updates and announcements. Subscribe
Please note that on Friday, March 20, 2026, at 8:00 PM Pacific time, our Case Management System will undergo a scheduled maintenance for approximately 4 hours. During this time, case creation via SuiteAnswers will be unavailable and inbound calls will be routed to Customer Service.
How to set the Email Message default to NOT include transaction?
Hey there Community!
I would like to have the default for email templates NOT include the transaction. Our template covers what needs to be included. I'm not interested in attaching pdf or html. I just don't want it included at all and would love that to default as unchecked.
I'm not finding any information on how to do this globally. We can do it individually one at a time. However, would love to keep the team from needing to remember to uncheck that every time. Thank you for any guidance!
Tagged:
0