System-Automated Template Categories
The following information relates solely to template categories used by system-automated email templates. For information about template categories used in email templates, see Creating Email Template Categories
Categories help contextualize and limit the list of available templates in template selection lists. For example, on the Case Alerts record, only case alert templates display in the template selection list. NetSuite automatically assigns default system email templates to one of the categories shown in the table below. You must assign all new templates to at least one of these categories. Administrators can create exceptions and assign individual templates to more than one category, if required.
|
Category Name |
Areas Used (examples) |
|
Access |
|
|
Case Alerts |
Setup > Support > Escalation Management > Case Alerts |
|
Case Notifications |
Setup > Support > Case Management > Case Profiles > Notifications |
|
Issue Notifications |
Setup > Issues > Preferences > Issue Preferences |
|
Online Forms |
|
|
Sales Order Notifications |
Used as part of the Advanced Order Management module. Setup > Order Management > Advanced Order Management > Notifications |
|
Marketing Subscriptions |
Setup > Marketing > Marketing Preferences |
|
Web Site Digital Delivery Notifications |
Commerce > Websites > Website List > Email tab > Digital Delivery Emails subtab |
|
Web Site Order Notifications |
Commerce > Websites > Website List > Email tab > Order Emails subtab |
|
Web Site Other Notifications |
Commerce > Websites > Website List > Email tab > Other Emails subtab |
To assign a category to a system-automated template:
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Go to Setup > Company > Email > System Email Templates
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Click Edit next to the required template.
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Click the Categories subtab.
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From the Template Category list, select the required category and click Attach.
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Click Save.