Automating the process of sending customer deposit emails in NetSuite can streamline your operations and ensure timely communication with your customers. This guide will walk you through setting up an automated workflow that sends emails based on the availability of the Accounts Payable (AP) email address or defaults to the main customer email if the… Continue reading Workflow to email the customer based on the availability of email addresses
Tag: Email by workflow
NetSuite email not receiving at intended mailboxes other than JJ mails
When NetSuite is set up to send customers emails based on process like Workflow , yet the email status shows as SENT despite the client’s claim that they haven’t received any —not even in their spam folder— it’s best to check with their IT Director and ask them to whitelist : @sent-via.netsuite.com The Mails send… Continue reading NetSuite email not receiving at intended mailboxes other than JJ mails
Adding multiple recipients in send email action of a workflow
To add multiple recipients to send email action of a workflow – Click on new action and choose send email action. Under the recipient subtab choose free form address Enter the email address of all recipients separated by comma. Note – If emails are sent using the send email action with a free-form email address,… Continue reading Adding multiple recipients in send email action of a workflow
Workflow Send Email Action Triggers
Send Email Action Triggers
Send sales rep Email with Attachment via Scheduled Workflow
Create Custom Entity Field to act as a flag in Saved Customer Search Results Navigate to Customization > Lists, Records, & Fields > Entity Fields > New Label: Enter LabelExample: SalesRep Statement Email Type: Select Check Box Store Value: Enter Checkmark Navigate to Applies To Customer: Enter Checkmark Click Display Subtab: Select Main Click Save Create Saved Customer Search with Open Balances Navigate to Lists > Search > Saved Searches > New Click Transaction Search Title: Enter TitleExample: SalesRep Statement Email Click Criteria Click Standard Filter: Select SalesRep Statement Email (Custom) Customer Statement Email: Select Yes Click Set… Continue reading Send sales rep Email with Attachment via Scheduled Workflow
Invoice Reminder using workflow
This article helps to set a reminder to the customer through email.