The recipients can be set to a scheduled saved search in two ways – Specific Recipients and Recipients from Results
Setting Recipients: Specific Recipients :
In the Email subtab of the saved search setup, the “Specific Recipients” tab will allow you to give details of specific individuals to who you would like to send the email, along with configuring the preferences for what types of changes trigger that email.
Settings include:
- Allow Users to Subscribe
This setting enables users other than the ones who have been specified as recipients to subscribe to email notifications for this search. By default, this checkbox is deactivated, but it will become available once you have set the search to “Public” and enabled the “Send Email Alerts When Records are Created/Updated” setting. - Recipient
This drop-down field allows you to select from entities within your account, including Employees, Contacts, Customers, Vendors, Partners, and Groups. You may enter multiple specific recipients as separate lines. - Recipient > Send on Update
This setting specifies whether an email should be sent when a change is made to a record included in the results. For example, if you create a search for customers in California and one of the customers changes their email address within NetSuite, an email will be sent to the specified recipient if this box is checked. - Recipient > Show Recent Changes
This setting allows you to display recent changes in the body of email. By default, this checkbox is deactivated, but it will become available once you select the “Send on Update” option. Using the example from above, enabling this feature will include both the original email address and the revised email address side-by-side within the email. - BCC
This text field is where you can manually enter any additional email addresses that you would like to have blind-copied. Since this is a text field and not a drop-down selection, you can enter any email address – not just those that are tied to entities within NetSuite. To add multiple email addresses, separate them with “,” when entering them into the field.
Setting Recipients: Recipients from Results
- Recipient Field
This drop-down menu designates which field to source the recipient data from, including both standard and custom fields as well as joined records. You may enter multiple recipient fields as separate lines.
When defining specific recipients, you have the option of sending emails on update and showing recent changes, however, these preferences are set for all recipients from results and cannot be defined on an individual line basis.