Receiving Email Alerts

On the Alerts subtab of the Set Preferences page, you can choose to receive two different sorts of email alerts:

To set up email alerts:

  1. Go to Home > Set Preferences.

  2. Click the Alerts subtab.

  3. Choose the times of day you want to receive your three email alerts.

    If you do not want to receive any of these email alerts, change the value for the First Selection dropdown list to be blank.

  4. Check the Include Links in HTML Alerts box to enable you to click links in email alerts and open your account to the relevant information.

  5. Check the Send an On-Demand Alert from the Role box to enable you to send email to and automatically receive your email alerts.

    You must send email to this address from the email account you use to log in to NetSuite.

  6. To receive email alerts when saved search data changes, select the record type that search is based on in the Record Type field.

  7. In the Search field, select the name of the saved search.

    A search must have the Available as Alert box checked to appear in this list. Only Administrators can set searches to be available as alerts.

    For information about how saved searches are made available for alerts, see Enabling Saved Search Email Alerts.

  8. Check the Send on Update box if you want to receive alerts both when new records are added and when current records are updated.

  9. Click Add/Edit.

  10. Repeat steps 6 – 9 to add up to five saved searches.

  11. Click Save.

You will now receive email alerts at the times you set.

Related Topics

Personal Preferences for Alerts
Defining a Saved Search

General Notices