Continuing our series of guides for our NetSuite customers – this month we’re looking at sending emails from NetSuite. Our guides are designed to provide hints and tips to make our customers’ lives easier with regards to the use of NetSuite – here we cover customising email signatures and sending emails directly from records.
You can send emails to your clients and customers directly from the NetSuite application, which means that all of your correspondence with your contacts (customers, leads, vendors, partners, etc..) is attached to their specific records.
You can set up an email profile to customise the following:
To set up your email profile:
1. Go to Home > Set Preferences, in the User Profile area of the General subtab:
2. In the Nickname field, enter the name you want to appear in the From field on the emails you send.
3. In the Signature field, paste an existing HTML email signature, or plain text if you prefer.
4. Tick the “Add signature to Messages” box
5. In the From Email Address field, enter the email address you want to appear in the From field on the emails you send.
6. Click “Save”.
Note: If you do not enter a nickname or a from address, the email address you log in to NetSuite with appears in the From field.
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:
To send emails from a record:
1. On the record you want to send an email message from, click the Communication tab. (If you can’t see this tab, speak to your administrator)
2. On the Messages subtab, do one of the following:
Note: If you are replying, attachments are not included by default. These must be added on the Attachments subtab. Forwarded messages include attachments by default.
You cannot forward messages on employee records or on contact records that are not associated with a company.
Alternatively, for sending new emails you can click the “create new” button at the top of the screen and select “email” from the drop down:
3. A new email message box will pop up:
4. In the “Recipients” box…
5. In the “Message” box.
6. In the “Attachments” box…
Note: Email attachments must be 5MB or smaller.
7. Click “Send”, or if you use the Mail Merge feature, click “Merge & Send”.
Note: If you use the UK Edition of NetSuite, in order to comply with UK law, your business address and VAT number are included in the footer of all emails you send to those outside of your company.
If contacts for your customers, vendors or partners reply to the email you have sent from NetSuite, that reply is both sent to the email address you log in with and automatically saved to the Messages subtab of the contact record and customer, vendor or partner’s record.
TOP TIP: If you forget to send your email through NetSuite – and you use your personal email account instead – then don’t worry, you can add it to the relevant NetSuite record afterwards. All you have to do is:
We’re a certified NetSuite partner. If you would like to find out more about how NetSuite works, please don’t hesitate to get in touch with our team of experts.
Feel free to share this guide with your colleagues.
When you manage your whole business through an ERP system, you’re able to get a bird’s-eye view of your business, and better understand company-wide impacts of decisions, plans and unforeseen changes. This coordinated view is a real boon for companies looking to grow and to increase efficiency.
Things change rapidly in business. And as we’ve recently seen, the impacts of changes such as the pandemic, Brexit, supply chain issues, the Ukraine war and energy surcharges have been felt by all businesses. Financial planning and analysis can help you gain a competitive advantage and stay ahead of the game.
NetSuite has launched the Bank Feeds SuiteApp which allows businesses to connect their supported financial institutions directly with their NetSuite account and automatically import their bank and credit card statements into NetSuite.
NoBlue2’s guide to using and understanding NSPB - including features, benefits & implementation - for easy, accurate and efficient forecasting, planning and budgeting
A high-level comparison guide to highlight the strengths of NetSuite against some of its closest and best-known rivals on the market.
At NoBlue2, we recommend using NetSuite's ERP solution for your business requirements. With over 24,000 organisations using their NetSuite login every day, it is by far the world’s leading cloud-based ERP business solution.