Customizing Templates for System-Automated Email

Users with the Set Up Company permission can modify the following system email templates for automated email notifications.

To modify a system email template:
Go to Setup > Company > Email > System Email Templates

  • Click Edit next to the type of email you want to change.
  • If you need to modify a non-default system email template, click Edit next to that template.
  • If you need to modify a default system email template, you can follow one of these methods:
  • In the System Email Templates page, click Customize next to that template.
  • In the System Email Templates page, click the name of the template you want to edit. When you are in the default System Email Template record, click Customize.
  • Optional. Enter a description of this template.
  • If you use the Multi-Language feature, multiple language subtabs appear on the Templates subtab. Click the subtab for the language of the template you want to edit.
  • Edit the subject text, as required.
  • In the Create Template From field, choose whether to modify template text and tags in the text editor, or to substitute an uploaded file.
  • To use a file, choose the File option button. Then, click Add New to upload a file to the file cabinet. You can also click Open to open an existing file in the cabinet file.
  • To modify the existing template in the text editor, choose the Text Editor button. Then, edit text and tags in the field below.
  • Use the following fields to display tags for inclusion on the template:
  • Select a record type in the Field Type list. This selection determines options in Select Field list.
  • Select a field in the Select Field list. This selection determines the tag that displays in the Tag field.
  • You can replace the tag displayed in the Tag field with information from each recipient’s record. Place the tag between angle brackets in your template.
  • If you do not want the customized template available to all users, click the Restrict Access subtab.
  • To be the only user for this template, check the Private box.
  • To restrict the use of this template to a group of employees, select the group in the Restrict To Group field. (You can create a new group record at Lists > Groups > New.)
  • Click the Categories subtab to assign this template to other template categories.
  • Select the required category from the Template Category list.
  • Click Attach to associate the template with the selected category.
  • Click Save.

    Ref : https://5432914-rp.app.netsuite.com/app/help/helpcenter.nl?fid=section_N515295.html

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