Sending Transactions via Emails with Personal Messages

 

NetSuite provides a method of email transactions that may users utilize. This involves the using the “To Be E-mailed” checkbox on the “Messages” tab or “Communications” are of the transaction. By checking the box, the transaction will be emailed directly to the address in the “To Be Emailed” text box once the record is saved. This is an easy and quick method to send estimates, quotes, sales orders, invoices, and credit memos among other records to the customer. However, it is often desired add a personal message to the email along with the transaction record.

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Adding a personal touch to this communication is also quite easy to accomplish. Instead of using the “To Be E-mailed” checkbox, clicking the “Email” button below will pull up a message form in a new window.

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By going to the “Attachments” tab, the “Include Transaction” checkbox can be selected. This will allow the user to select from the “Type” drop-down the method in which the transaction should be included with the email.

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The resulting message is delivered with the personal message and transaction. The following is an example of the “Inline – Below” option and short message thanking the customer for their business.

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Using the email button and attachment feature provides a quick and flexible method of delivering a record to an email recipient along with whatever message is needed.