Unable to see Custom record type field in Field type of email template

To add Custom Record Type to the list of Field Types in Email Templates follow those steps: 1) Go to Customization>List, Records & Fields>Record types 2) Click your Custom Record Type 3) Mark the checkbox Enable Mail Merge 4) Save the record 5) Log out from the account and log back in  Now if you… Continue reading Unable to see Custom record type field in Field type of email template

The best ways to design HTML templates for email templates and marketing campaigns

Plan and design the layout before writing the code. Remember that all assets and elements in the page is laid out in blocks of squares or rectangles, like a Spreadsheet, take note and take advantage of this. Once the layout is completed, and images for the HTML template are available, upload the images for use… Continue reading The best ways to design HTML templates for email templates and marketing campaigns

Send Transactions Email to Customers Only With Invoices

1. Update Customer Record – Navigate to Lists > Relationships > Customers – Edit any customer– In the Preferences tab, uncheck Email next to Send Transactions Via– Click Save 2. Update Custom Form– Navigate to Customization > Forms > Transaction Forms– Edit your preferred Invoice Form– Go to Screen Fields tab> Communication:Messages tab– In the To be E-mailed, mark the Default checkbox– Click Save

Unable to search keywords in the NetSuite template page – Fix

I recently found that it is not directly possible to search any keywords using the standard browser search method inside the NetSuite template page when the ‘source’ toggle is on. This is because the browser considers the source code section inside the template page as a raw HTML element and not text. This was confusing… Continue reading Unable to search keywords in the NetSuite template page – Fix

How we can add custom created E-Mail template in Netsuite and how its used in website.

It’s possible to add custom created E-Mail template in Netsuite and possible to update that template in website. Step1: Update the created E-Mail template in Site folder Web Site Hosting Files-> Live Hosting Files -> Site Step 2: Create a New E-Mail template Setup->Company->System Email Template->New Step3: Choose the updated E-Mail template from the file… Continue reading How we can add custom created E-Mail template in Netsuite and how its used in website.

Script to send an automated email once the customer submits the return online

Requirement Set up an automated email system to send customers a confirmation email once they submit a return request online. This email will provide important information about the return process, including details about the Return Merchandise Authorization (RMA) and the return label. Create an automated email once the customer submits the return online of what… Continue reading Script to send an automated email once the customer submits the return online

Identify email templates used in transactions

Open the required transaction form in edit mode. Email template used is given in the Email message template field. If the email message template is “Default email template” To see the default email template, navigate to Setup > Company > Email Preferences Under Transactions, default email template can be viewed.