Sending Transaction Email in Bulk

To send transaction email in bulk:

1. Go to Lists > Mass Update > Mass Updates.

2. Click Transactions to expand the mass update options.

3. Click Bulk Email.

   The Mass Update page opens.

4. On the Criteria subtab, define the transactions you want to send email for using the Filter dropdown list. For example, you can create a list of all unpaid invoices by doing the following:

   1. Select Type in the Filter column.

   2. In the popup window, select Invoice, and click Set.

   3. In the next row, select Status in the Filter column.

   4. In the popup window, select Invoice:Open, and click Set.

5. On the Recipients subtab, select which email address to use and the order in which the email fields are searched.

   For example, in the screenshot below NetSuite first searches for an email address in the transaction record. If none is found, NetSuite searches for an email address in the customer record. If none is found, the email address in the contact record is used.

   Recipients subtab
   

   Transaction Email refers to the email field that appears on the Communication subtab of a transaction such as a sales order.

   Customer Email refers to the email field on the main Customer record page.

   Contact Email refers to the email address related to the named contact within the company.

6. On the Message subtab of the Mass Update form, select the scriptable template to use or enter the text for the message in the Message field. Templates can be up to 4 MB in size.

7. Do one of the following:

   • Click Preview to view a list of transactions that match your search criteria.

   • Click Save to save this mass update to use later.

   When you click Preview, the Mass Update Preview Results page opens with a list of the transactions that match your criteria.

8. In the Apply column check the transactions for which to send email.

9. Click Perform Update.

   A status page opens that displays progress and completion information.