Transaction Email Preferences

Customers Default to Email Transactions

Check this box to deliver customer transactions by print, by email, by fax, or by a combination of the three. The delivery preferences you define will be set for all new customer records. You can change the settings for each customer as needed by checking or clearing the appropriate boxes.

Vendors Default to Email Transactions

Check this box to deliver vendor transactions by print, by email, by fax, or by a combination of the three. The delivery preferences you define will be set for all new vendor records. You can change the settings for each vendor as needed by checking or clearing the appropriate boxes.

Send to all Administrators

Check this box to send every employee with the Administrator role a copy of each transaction form emailed to customers or vendors.

Security-sensitive email is always sent to the email address owner. For example, password reset email messages don't follow preferences that override routing rules, such as Send to all Administrators.

Examples of security-sensitive email include:

• Reset Password

• Change Password

• Change Email Address

• Security Questions (Setup or Update)

• Two-Factor Authentication Setup (one-time password)

CC (Separate Addresses with Commas

In this field, enter the email addresses you want to send copies of emailed transaction forms.

Separate multiple addresses with commas or semicolons.

You can email copies of forms to all administrators, all administrators plus the CC list, or only the CC list.

From Address for Emailed Forms

In this field, select the email address you want to show in the From field for email you send with NetSuite:

• Company Return Email Address – Email is sent from the address you enter in the Return Email Address field at Setup > Company > Company Information

• Subsidiary Return Email Address– Email forms generated in NetSuite are sent using the company email address: Setup > Company > Classifications > Subsidiaries > New.

• User Email Address – Email is sent from the address you enter in the From Email Address field at Home > Set Preferences. If you don't enter an email address here, email is sent from your login email address.

Use Popup for Main Transaction Email Button

Check this box if you want to view and edit the email you send when you click the Email button on a transaction.

With this preference enabled, clicking the Email button on a transaction opens an email form so you can change the recipients and email text.

If this preference is disabled, clicking the Email button on a transaction sends the transaction email immediately.

CC Customer on All Emails Related to Orders Placed by Contacts

Check this box if you want to send all web store order email messages to both the contact who placed the order and the customer's email address.

If you don't check this box, all web store order email messages go only to the contact who placed the order. No email is sent to the main customer email address.

Default Email Template

Select an email template to use as the default for standard transactions. The Standard Transaction Email Template provided with NetSuite is selected by default.