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Discover new innovations across NetSuite with 2026 Release 2
■ NetSuite 2026.2 Release Notes
■ NetSuite SuiteApps Release Notes
■ NetSuite Sneak Peeks
■ Release Preview Guide
■ Release Preview Test Plan Template
■ NetSuite 2026.2 Release Notes
■ NetSuite SuiteApps Release Notes
■ NetSuite Sneak Peeks
■ Release Preview Guide
■ Release Preview Test Plan Template
Action Required: Review and submit pending reconciliation matches before the NetSuite upgrade to avoid rework. After 26.2, unsubmitted matches will be unmatched. For more details, see SuiteAnswers 1047397
How to disable Include Transaction checkbox when sending email from a transaction?
When sending email from a transaction, we see the Include Transaction checkbox active.
Is there anyway to have it default to unchecked? We want the user to explicitly select the checkbox to include the transaction when needed not always.
Alternatively we can turn off this feature (Setup --> Customer --> Enable Features --> CRM --> Mail Merge). However, for the select cases where we want the transaction to be included as a PDF, is there a way to achieve this without downloading and uploading the PDF as an attachment?
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