Once a saved search is configured with {today} in the Email content, the date will be automatically updated. You only need to click “Save and Email” to send the report every day. it will work in the scheduled emails too. Just save the search and then try to email.
Tag: Scheduled email
NPS Survey
Requirement Ox Tools Global wants to set up an NPS survey within NetSuite. The customers will receive an email once in 90 days. The user will click on the number from 1 to 10 to add customer Feedback value. The reporting feature is also required. Solution We will create a script to execute daily and… Continue reading NPS Survey
Scheduled Email For PM’s using MR script
Requirement: We need to send pending timesheet details to the corresponding project manager by end of the Day.We can use a scheduled script for the development and it will check the timesheet and send a list of pending timesheets to the corresponding project managers with necessary details such as Date,Timesheet details,Actual Hours,Employee name , timesheet… Continue reading Scheduled Email For PM’s using MR script
Scheduling Email With HTML Content
Scenario: We can add HTML content in a Email Body and we can use basic operations like looping, if conditions, arithmetic and logical operations in this section. Here Pending Time sheets details are sending to corresponding project managers. The email body contains Time sheet link, and other details including its link to the corresponding time… Continue reading Scheduling Email With HTML Content
Sales Order, Work Order, and Shipping planning & scheduling
Requirement: Some customers are highly important, and they frequently buy, the system, should remind the sales team to communicate with the customer regularly based on his buying pattern. Assumption: Send the email to the sales rep on the customer record using search. And now we have considered the buying pattern as if customers haven’t generated… Continue reading Sales Order, Work Order, and Shipping planning & scheduling
Schedule the email alert sends on the last day of every month
Jira: CDU-611 & CDU-641 We can not be scheduled the email alert set on the last day of every month. NS only provides set a specific day of the month( Because the number of days in each month differs, recurring monthly events cannot be scheduled after the 28th), So we have to add one more… Continue reading Schedule the email alert sends on the last day of every month