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Sending Email from Records > Multiple Recipients
Good day! As we send our Invoices via email to our customers, we need to supply multiple recipients (To, CC and BCC). I understand that for 'To' portion, the email address indicated in customer record shall be populated automatically. Is there a way to copy and paste multiple email addresses then just tick To, CC and BCC…
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Saved Search Date Formula - Two Months
Hello, We have a saved search that pulls scheduled appointments and runs every Monday. We we want to limit the results to two months worth of upcoming data, but i cant figure out the date formula. For example, if the search ran on 11/10/25, we want to see appointments for 11/10/25-1/10/26. When the search runs next Monday…
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Email Distribution Lists Setup
We have received email notification from NetSuite on subject: "QA Company will be purged in 0 days" and noticed there are a couple of recipients email addresses that we do not recognize. This email is from expiryaccount@notification.netsuite.com and sent to a handful of users. I need to find out where are these users are…
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Send Email to Customers
HI, I want to setup a workflow to send emails to customers when a new invoice is created. The email will go to the customers email. Additionally emails will only be sent to those customers who have data in. Field ID: terms
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Workflow Email - Exclude Quote From Global BCC List
Hello, We currently have a workflow that sends an email whenever a quote is created. However the email is also sent to the global BCC email. Is there any way to prevent the quote emails from sending to the global BCC? Thanks!
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How can we send Sales Order Acknowledgments to the customer and to their sales rep, automatically?
Our Sales Order acknowledgments, once saved, are automatically sent to the primary email in the customer record. We'd also like the customer sales rep to be CC'd on the Sales Order email. Is there a fairly easy way to modify the email template to include the sales rep email address too?
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How to setup Vendor record to CC on Auto-Send via Email Purchase Order?
Is there a way to setup in a Vendor record to CC multiple email addresses on Purchase Orders when the option to auto-send via email is selected? I found open enhancement number 78840 Title: Transactions > Output Options > To be emailed - provide ability to enter a cc: list that is static. This enhancement has been open…
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Saved Search Email When Item is Added to a Sales Order or Work Order
Is there a way that the built-in email notification functionality can fire a notification when a particular item or items are added to a Sales Order or a Work Order? We have some special order items (let's just call it Item XYZ for this example) that only certain roles in the company can place POs for. So whenever Item XYZ…
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How do I remove duplicate emails from a saved search?
The nature of our business is such that the same contact in our system could be associated with multiple customers/companies, all under the same parent organization. These companies have unique ID's. So, when I create a contact based saved search in an effort to send out an email campaign to our contact base, the same…
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sending email from outlook to assigned group email is not work
Dear Guru, I attempted to email a group's email address, but it did not work. Could you please advise if any specific setup steps are required within NetSuite to enable this functionality? Thank you for your assistance. Best regards, Amjad