1. NetSuite Basics
  2. Working with Email
  3. Sending Email from NetSuite
  4. Sending Email Directly from Lists and Records

Sending Email Directly from Lists and Records

In NetSuite, you can send email to the people you do business with by sending email directly from NetSuite lists and records using your personal email account.

Important:

These messages are not saved in NetSuite, and you cannot receive replies to these messages in NetSuite.

To send email from a list:

  1. On the Lists tab, under the Relationships heading, select the type of record for the person to whom you want to send an email (such as customer or vendor).

  2. If the email address is not already showing in the list, make a selection in the View filter of the list to display a list with an Email column. (For example, the All view and the Basic view include an Email column.)

  3. Click the Compose Email icon next to an email address. This opens a new message window in your personal email account with the To field completed.

  4. Enter a subject and message text, and click Send. Then you can continue working in NetSuite.

Tip:

NetSuite uses your browser’s spelling checker to check your text. Click CTRL + right-click to view the context menu and select the correct spelling.

To send email from a record:

  1. On the record, click the icon next to an email address for a contact. This opens a new message window in your personal email account with the To field completed.

  2. Enter a subject and message text, and click Send. Then you can continue working in NetSuite.

Related Topics

General Notices