To send email from a record:

1. On the record you want to send an email message from, click theCommunicationsubtab. For some non-administrator roles and record types, click theGeneralsubtab.

2. On theMessagessubtab, do one of the following:

   • If you are replying to or forwarding an email message, clickViewnext to the email message, and then clickReply,Reply to All, orForward.

     If you are replying, attachments are not included by default and can be added on theAttachmentssubtab. Forwarded messages include attachments by default.

     Note: You cannot forward messages on employee records or on contact records that are not associated with a company.

   • If you are sending a new email message, clickEmail.

3. On theRecipientssubtab, select the contact you want to email in theRecipientfield and enter an email address.

   1. In theRecipient Typefield, select the record type you want to send the message to. This field is only visible if theRecipienthas more than one type of relationship assigned, such as an employee who is also a contact.

   2. In theAdditional Recipientscolumn, select the other contact you want to send this message to.

   3. In theEmailfield, enter an email address if the contact does not have one preset already.

   4. Check theTobox to add another recipient. This contact is expected to react to the message. Check theCcbox to send a copy of the message. To send a blind copy to the contact, check theBccbox.

   5. ClickAddfor each contact you want to include.

4. Click theMessagesubtab.

   1. To use an email template in this message, select a category to filter the list of templates to show only those in this category.

      This field is only available if you have enabled the CRM Template Categories feature.

   2. Select a template you have uploaded to NetSuite.

   3. Check theUpdatebox to update your template with any edits you make in theMessagefield.

   4. In theSubjectfield, enter a subject for this message. This field is required.

   5. Check theRequest Read Receiptbox to request read receipts from individual recipients.

   6. Choose the template format you want to use for this message.

   7. Use theField Typefield and the Insert Field to add field tags in your message.

   8. In theMessagefield, enter your email message. NetSuite uses your browsers spelling checker to check your text. Click CTRL + right-click to view the context menu and select the correct spelling.

      If you selected a template file, you can edit the message in this field.

      Note: You can send an inline picture by copying and pasting the picture into the message field.

5. Click theAttachmentssubtab.

   1. Check theZip Attachmentsbox to compress the files you are sending.

   2. In theAttach Document Templatefield, select a letter template to format your attachment.

   3. To attach a statement to this message, check theInclude Statementbox, and select the date of the statement.

      • In theStart Datefield, you have the option of entering the date of the oldest transaction you want to appear on the statement.

      • In theTypefield, you can select the type of statement to attach.

      • You can enable theShow Only Open Transactionsoption to include only open transactions in the attached statement. If you enable this option and do not enter a start date, the statement includes all open transactions in the customer's history.

   4. In theAttach Filecolumn, select the file from your File Cabinet you want to attach to this message. SelectNewto upload a new file from your hard drive. Email attachments must be 5MB or smaller.

      Note: A file in theAttachments Sentfolder orAttachments Receivedfolder cannot be associated with records or transactions. You must first move the file to another folder.

   5. ClickAddafter each attachment you want to add.

   6. ClickSend, or if you use the Mail Merge feature, clickMerge & Send.