'Netsuite: Sending email from custom record

I have create a custom record in netsuite to manage certain activities.

I would like to make use of the "sending email" from records functionality which I have vendors/customers/transactions. However this is not available. Is there a way to add this functionality to this record?

emailnetsuiterecord


Solution 1:[1]

Pre-requisite: Enable Mail Merge feature under Setup > Company > Enable Features > CRM tab.

Steps to Reproduce:

  1. Navigate to Customization > Lists, Records, & Fields > Record Types.
  2. Click on the name of the record type. The Custom record has the following settings:

Enable Mail Merge = Yes Access Type = Use Permissions List

Permissions tab > Custom role column is added with Edit Level of Access.

  1. Log in as the Custom role and create a new Custom record/view an existing record. Actual Result: Mail Merge tab is not available.

To resolve the problem, perform the following:

  1. Navigate to Setup > Users/Roles > Manage Roles.
  2. Edit the custom role.
  3. In Permission tab > Lists subtab, add the following permissions with a minimum permission level of Create.

Track Messages Mail Merge

  1. Click Save.

Sources

This article follows the attribution requirements of Stack Overflow and is licensed under CC BY-SA 3.0.

Source: Stack Overflow

Solution Source
Solution 1 Morgan

Related Questions