ANS-0869 · PRINTING, PDF & EMAIL TEMPLATES
How to Enable the ‘Include Transaction’ Option in NetSuite Email Attachments
Users can restore the missing 'Include Transaction' checkbox on email attachments by activating the Mail Merge feature within NetSuite's CRM settings.
Short answer
To make the 'Include Transaction' option visible on the email Attachments tab in NetSuite, the 'Mail Merge' feature must be enabled. This setting is found under Setup > Company > Enable Features > CRM > Marketing. Activating Mail Merge ensures the full range of email attachment functionalities is available for users.
Scenario
NetSuite users may encounter a situation where the 'Include Transaction' checkbox is unexpectedly absent from the Attachments tab when composing emails. This prevents them from easily attaching related transaction records directly to outgoing communications, impacting workflow efficiency.
Solution
To resolve the missing 'Include Transaction' option, the 'Mail Merge' feature must be enabled in NetSuite. Follow these steps:
Navigate to Setup > Company > Enable Features.
Select the CRM subtab.
Under the Marketing section, locate and check the 'Mail Merge' box.
Click 'Save' to apply the changes.Once Mail Merge is enabled, the 'Include Transaction' option will become available on the email Attachments tab.
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