1. NetSuite Basics
  2. Working with Records, Transactions, and Lists
  3. Working with Transactions
  4. Preferred Transaction Delivery on Customer and Vendor Records
  5. Emailing Transactions
  6. Creating a Sent Log for Transaction Email

Creating a Sent Log for Transaction Email

You can keep track of what email has been sent to a particular entity by looking at the log found in the Communication > Messages subtab of that record. You can also view a log of all recently sent transaction email messages by creating a simple saved search. For example, you might want to check that a bulk mailing of invoices was successfully delivered to their recipients.

To create a sent log for bulk transaction email:

  1. Go to Lists > Search > Saved Searches > New.

  2. Select Message.

  3. From the Filter dropdown list, add the following:

    1. Date – Specify the required date range for the search.

    2. Subject – Add any text which the transaction email is likely to contain in the subject header, for example “invoice”.

    3. Attachment Fields – Select File Type and specify what type of file was attached to the transaction mail, for example PDF.

  4. Click the Preview button to check the search returns the results you want.

  5. Add a Search Title and check the Public box if you want to make this search available to other users.

  6. Click Save.

Related Topics

General Notices