Sending Email from Records

Email messages you send from NetSuite records are saved on the Messages subtab for each contact receiving the message as well as on the record you send the email from.

You can choose to email a contact from the following types of records:

• Contact
• Customer
• Lead
• Prospect
• Vendor
• Company
• Other Name
• Partner
• Opportunity
• Transactions

To send email from a record:

1. On the record you want to send an email message from, click the Communication subtab. For some non-administrator roles and record types, click the General subtab.
2. On the Messages subtab, do one of the following:

• If you are replying to or forwarding an email message, click View next to the email message, and then click Reply, Reply to All, or Forward.
• If you are replying, attachments are not included by default and can be added on the Attachments subtab. Forwarded messages include attachments by default.
• Note: You cannot forward messages on employee records or on contact records that are not associated with a company.
• If you are sending a new email message, click Email.
• 

1. On the Recipients subtab, select the contact you want to email in the Recipient field and enter an email address.
2. In the Recipient Type field, select the record type you want to send the message to. This field is only visible if the Recipient has more than one type of relationship assigned, such as an employee who is also a contact. For more information
3. In the Additional Recipients column, select the other contact you want to send this message to.
4. In the Email field, enter an email address if the contact does not have one preset already.
5. Check the To box to add another recipient. This contact is expected to react to the message. Check the Cc box to send a copy of the message. To send a blind copy to the contact, check the Bcc box.
6. Click Add for each contact you want to include.
7. Click the Message subtab.
8. To use an email template in this message, select a category to filter the list of templates to show only those in this category.
9. This field is only available if you have enabled the CRM Template Categories feature.
10. Select a template you have uploaded to NetSuite.
11. Check the Update box to update your template with any edits you make in the Message field.
12. In the Subject field, enter a subject for this message. This field is required.
13. Check the Request Read Receipt box to request read receipts from individual recipients.
14. Choose the template format you want to use for this message.
15. Use the Field Type field and the Insert Field to add field tags in your message.
16. In the Message field, enter your email message. NetSuite uses your browser’s spelling checker to check your text. Click CTRL + right-click to view the context menu and select the correct spelling.
17. If you selected a template file, you can edit the message in this field.
18. Note: You can send an inline picture by copying and pasting the picture into the message field.
19. Click the Attachments subtab.
20. Check the Zip Attachments box to compress the files you are sending.
21. In the Attach Document Template field, select a letter template to format your attachment.
22. To attach a statement to this message, check the Include Statement box, and select the date of the statement.

• In the Start Date field, you have the option of entering the date of the oldest transaction you want to appear on the statement.
• In the Type field, you can select the type of statement to attach.
• You can enable the Show Only Open Transactions option to include only open transactions in the attached statement. If you enable this option and do not enter a start date, the statement includes all open transactions in the customer’s history.