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Celebrate Your 2025 Community Recap & Achievements!
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We’re excited to announce that the 2025 Community Recap is now available! This special recap highlights the amazing contributions and achievements of our members over the year and celebrates the collective success of our community.
Check your personalized recap to see the impact you made in 2025 and how your efforts helped shape our community’s growth and success.
View Your 2025 Community Recap
Thank you to everyone for your passion, collaboration, and support. Here’s to building an even stronger community together in the year ahead!
Is there an option to change the default naming of Transaction PDF Email Attachments?
When you generate an email from a transaction and tick the box to include the transaction as a PDF, NetSuite typically creates the file with the name of:
[transactiontype]_[internalid]
Is there any way to configure this differently?
Not only is the internal ID a totally irrelevant number (as far as the customer is concerned), but it also doesn't take into account any transaction type changes made in the main NetSuite UI - for example we have Estimates renamed to 'Quotes'. Not only is Quote the more normal term used in the UK, an Estimate has a totally different meaning (i.e. an 'Estimate' is not confirmed / guaranteed / accurate, the prices may change, whereas a 'Quote' is a confirmation and 'promise' of the price to be paid).
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