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Case merge
We deal with a high case volume, and will often get duplicates made by our customers. We have been using the merge ticket for these instances. The issue how now come up that we are losing all email messages from the original record. Does NetSuite seriously not allow messages to come over on a merge?
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How to Enable sending merge mails to suppliers group?
Hello How can I enable a role to be able to send merge emails to suppliers' groups Here are the role details
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How can I set - All - by default for the Template Category field in the Email Message screen?
This relates to Transaction (SO/INV) - Communications - Email, screenshot below. Template Category is required. The only category is - All -. It can't be typed in, that I know of. So I have two extra unnecessary clicks every time I email. How can I have - All - show up in that box by default?
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How is the mail merge- scheduled?
When is the mail merge scheduled for? and is there a way to control the timing this is a customer dynamic group that we are using bulk mail merge functionality, when I clicked on Merge and send, instead of sending it got scheduled instead.
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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…
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Transaction emails are no longer including PDF of the Invoice by default
I have invoice notifications going out to customers that should include a copy of a PDF invoice. I can figure out why this has stopping working, meaning the pdf invoice is no longer being attached when the email is generated. Any ideas where this is broken? As stated above, previously a PDF of the transaction would attach.…
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Automate a mail merge
So I'm trying to figure out the best way to allow our salesperson to perform a mail merge without having to do all the steps to create the mail merge. I'd like him to have make a shortcut on his dashboard. This shortcut would do all the steps to create a new mail merge and send it out. This mail merge will go out to a…