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New to NetSuite | How to Enable Include Transaction When Sending Email Transactions

in CRM (Customer Relationship Management)

The Include Transaction box let you attach the transaction to the message. You can set the default attachment type to PDF or HTML in your user preferences. You can also select a specific attachment type in the Type field.

This is feature-driven, and the Mail Merge feature must be enabled for the Include Transaction checkbox to appear in the transaction message. To enable the Mail Merge feature, see the steps below.

1. As Administrator, navigate to Setup > Company > Enable Features

2. Click the CRM tab

3. In the Marketing section, check Mail Merge

4. Select I Agree to the License Term Agreement

5. Click Save

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Michelle Jabanes | NetSuite Support Community Administrator

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