Thanks for the video. That's very helpful. Do you also have a video that I can use to send email remittance advices after a payrun? If so, that'd be so helpful.
Great video! Im wondering if it's possible to add the emails of additional relationships under the customer record? I see we only added Main Line Name as a Recipient Field.
Thanks Sarah, this was really helpful! Quick question - you mentioned that we can add a custom checkbox on the customer invoice record to "uncheck" and exclude the specific invoice from being included in the saved search. Would you mind sharing which criteria / steps I would have to add in order to use that function?
Hey Ashley! I’m so happy to hear that you found it useful! All you would need to do to incorporate the checkbox logic would be to modify the saved search to include that checkbox in the criteria. As an example, if you had a custom checkbox named “Do Not Email” on the invoice record and you wanted users to be able to check that checkbox to prevent an email from being sent for that invoice, then your saved search would need to be modified to include criteria of Do Not Email is No. This would exclude any invoices with that checkbox checked from the results. Hope that helps! Let me know if you have any questions.
Briiliant as always, Sarah! I am loving your videos and this one is absolutely timely! I do have a question and am hoping you can do this video? I have created a saved search in our NS called NetSuite Inbox for users to keep track of any replies that they might get from our customers/vendors. Replies to invoices, PO, statements that were sent out. I wanted to add a checkbox for users to tick once they have seen the email and replied/addressed any issues etc and would like to then use this field to filter out their "inbox" to only new emails that they are yet to address. I've spent a while trying to figure out how to add this checkbox and come up with nothing. I'm seriously hoping you can help? Thanks!
Hi Shristi! Thank you so much for your kind words. I'm so glad to hear that you found this video useful! What type of saved search are you running? I may have a workaround for you using a join to the Messages record depending on the type of search that you are working with. I created something similar using a Transaction search and exposing to following columns (more could be added as needed): Date (Summary Type = Group) Document Number (Summary Type = Group) Name (Summary Type = Group) Messages Fields > Is Incoming (Summary Type = Maximum, When Ordered By = Messages Fields > Date) Messages Fields > Date (Summary Type = Date) Then, I added summary criteria of Maximum of Is Incoming is Yes. The end result is a list of all transactions where the most recent email was an incoming email. You could also remove the Date and Document Number from the results to group only by the Name, which would show all entities that have emails not yet replied to. Let me know if this does the trick!
hello! I am an intern and I am still familiarizing myself with NetSuite. I have tried following your tutorial by my application does not have the 'email' tab on the saved search. Tried to search in the NetSuite application but the Documents tab does not also have the Mail Merge and Bulk Merge in its dropdown. Upon opening, the "Working with Mail Merge" guide, it says that the feature is not available on my account. Do you have any ideas on how to fix this?
We have a custom field check box on invoices that get marked when the ACH or CC payment fails. I'm creating a search to send an email to the customer that their payment information needs to be updated. I plan to run this search daily. How do I edit the search to only send the notification one time. The box remains checked until a payment is successfully processed.
Hey Rob! Thanks for the question. I think this use case would be easiest to address using the workflow approach that I covered in this video: th-cam.com/video/pY-L91Ug72M/w-d-xo.html If you send the email and they do not reply, do you ever want it to trigger again? If not, you can add a hidden checkbox field to the invoice and add a second action to the workflow to check the checkbox at the same time the email is sent (action type = Set Field Value). If you want to be able to trigger a follow-up email after a certain number of days, you can add a hidden date field to the invoice and use the Set Field Value action to set the field to today's date when the email is sent. In either case, you would then need to modify your saved search to add criteria that would exclude records based on the value in the hidden field (either custom checkbox is unchecked or date is on or before X days ago). Hope that helps! Let me know if you have any other questions or run into any issues setting it up.
Hi @Sarah Emery,that's very helpful to setup email for the past overdue,but is there any way we could attach the Proforma Invoice (which is the SO printed) to the email? Thanks in advance
Hi C! Sending a PDF attachment of the Sales Order form is possible if you use a workflow (similar to the approach I shared in this video: th-cam.com/video/pY-L91Ug72M/w-d-xo.html). Instead of configuring your transaction saved search to identify Invoices, you would set the criteria of Type = Sales Order, Applying Transaction : Type = Invoice, and Applying Transaction : Days Overdue is greater than or equal to the desired value. When configuring your workflow, choose Sales Order as the record type instead of Invoice, selecting the Include Transaction option as shown in the video. Hope this helps! Thanks for the question.
Hi @@suitesarah I have followed the instructions but getting duplicate for same SO. Anyway to remove the duplicate? Have tried with main line true but not getting any results if I add this field.
Thanks for the video. That's very helpful. Do you also have a video that I can use to send email remittance advices after a payrun? If so, that'd be so helpful.
I would have liked to see a copy of the email they're receiving. Still good videos, thank you!
how can this be tested that it works properly?
I am curious of this as well..
Great video! Im wondering if it's possible to add the emails of additional relationships under the customer record? I see we only added Main Line Name as a Recipient Field.
Thanks Sarah, this was really helpful! Quick question - you mentioned that we can add a custom checkbox on the customer invoice record to "uncheck" and exclude the specific invoice from being included in the saved search. Would you mind sharing which criteria / steps I would have to add in order to use that function?
Hey Ashley! I’m so happy to hear that you found it useful! All you would need to do to incorporate the checkbox logic would be to modify the saved search to include that checkbox in the criteria. As an example, if you had a custom checkbox named “Do Not Email” on the invoice record and you wanted users to be able to check that checkbox to prevent an email from being sent for that invoice, then your saved search would need to be modified to include criteria of Do Not Email is No. This would exclude any invoices with that checkbox checked from the results. Hope that helps! Let me know if you have any questions.
Perfect, thanks so much!@@suitesarah
Briiliant as always, Sarah! I am loving your videos and this one is absolutely timely! I do have a question and am hoping you can do this video?
I have created a saved search in our NS called NetSuite Inbox for users to keep track of any replies that they might get from our customers/vendors. Replies to invoices, PO, statements that were sent out. I wanted to add a checkbox for users to tick once they have seen the email and replied/addressed any issues etc and would like to then use this field to filter out their "inbox" to only new emails that they are yet to address. I've spent a while trying to figure out how to add this checkbox and come up with nothing. I'm seriously hoping you can help? Thanks!
Hi Shristi! Thank you so much for your kind words. I'm so glad to hear that you found this video useful!
What type of saved search are you running? I may have a workaround for you using a join to the Messages record depending on the type of search that you are working with. I created something similar using a Transaction search and exposing to following columns (more could be added as needed):
Date (Summary Type = Group)
Document Number (Summary Type = Group)
Name (Summary Type = Group)
Messages Fields > Is Incoming (Summary Type = Maximum, When Ordered By = Messages Fields > Date)
Messages Fields > Date (Summary Type = Date)
Then, I added summary criteria of Maximum of Is Incoming is Yes. The end result is a list of all transactions where the most recent email was an incoming email. You could also remove the Date and Document Number from the results to group only by the Name, which would show all entities that have emails not yet replied to. Let me know if this does the trick!
@suitesarah Thank you for this workaround! I created a Messages saved search but I will give your solution a try and let you know how I go.
hello! I am an intern and I am still familiarizing myself with NetSuite. I have tried following your tutorial by my application does not have the 'email' tab on the saved search. Tried to search in the NetSuite application but the Documents tab does not also have the Mail Merge and Bulk Merge in its dropdown. Upon opening, the "Working with Mail Merge" guide, it says that the feature is not available on my account. Do you have any ideas on how to fix this?
What is the best way to test this before going out to a Customer?
We have a custom field check box on invoices that get marked when the ACH or CC payment fails. I'm creating a search to send an email to the customer that their payment information needs to be updated. I plan to run this search daily. How do I edit the search to only send the notification one time. The box remains checked until a payment is successfully processed.
Hey Rob! Thanks for the question. I think this use case would be easiest to address using the workflow approach that I covered in this video: th-cam.com/video/pY-L91Ug72M/w-d-xo.html
If you send the email and they do not reply, do you ever want it to trigger again? If not, you can add a hidden checkbox field to the invoice and add a second action to the workflow to check the checkbox at the same time the email is sent (action type = Set Field Value). If you want to be able to trigger a follow-up email after a certain number of days, you can add a hidden date field to the invoice and use the Set Field Value action to set the field to today's date when the email is sent.
In either case, you would then need to modify your saved search to add criteria that would exclude records based on the value in the hidden field (either custom checkbox is unchecked or date is on or before X days ago).
Hope that helps! Let me know if you have any other questions or run into any issues setting it up.
Hi @Sarah Emery,that's very helpful to setup email for the past overdue,but is there any way we could attach the Proforma Invoice (which is the SO printed) to the email?
Thanks in advance
Hi C! Sending a PDF attachment of the Sales Order form is possible if you use a workflow (similar to the approach I shared in this video: th-cam.com/video/pY-L91Ug72M/w-d-xo.html). Instead of configuring your transaction saved search to identify Invoices, you would set the criteria of Type = Sales Order, Applying Transaction : Type = Invoice, and Applying Transaction : Days Overdue is greater than or equal to the desired value. When configuring your workflow, choose Sales Order as the record type instead of Invoice, selecting the Include Transaction option as shown in the video. Hope this helps! Thanks for the question.
Hi @@suitesarah I have followed the instructions but getting duplicate for same SO. Anyway to remove the duplicate? Have tried with main line true but not getting any results if I add this field.