- Create a Saved Search
- Navigate to the Email subtab and Select Send Email Alerts When Records are Created/Updated.
- Under Email : Specific Recipients add the recipients of the email.
- Populate the Email : Updated Fields subtab with the fields that should trigger the alert.
- Navigate to Email : Customize Message to update email subject and body.
- Select how you want the search results sent (attachment type or summarized in the email).
Create your Saved Search and then head to the Email subtab to select Send Email Alerts When Records are Created/Updated. Scroll down and add the recipients of the email. Recipients must be employees, contacts or groups within NetSuite. If you want a recipient to receive alerts for updates to records as well as the addition of new records, you must select the Send On Update checkbox next to that recipient’s name.
If you do need alerts going out when certain fields are updated, you will need to define those on the Email : Updated Fields subtab. Select the target field in the first column and you can then optionally choose an old or new value that is of particular concern. You can repeat this for multiple fields if necessary.
Under Email : Customize Message you will set the details of the email being sent. Leave the from email address blank to have emails sent from the owner of the search or set a specific email address to send from. Enter a subject line for the email and a body of text.
Beneath the body of the email you will need to select how you want the results to be sent. This is either within the email body or as an attachment. Your attachment can either be CSV, XLS or PDF file type.
