ANS-1587 · CUSTOMER & CRM RECORDS
How to View Bulk Mail Merge Activity on a NetSuite Customer Record
To track all mail merge communications for a customer, enable the dedicated Bulk Merge subtab on the customer record.
Short answer
Bulk Merged documents are not visible on the Customer's 'Message' tab. To view them, customize the customer form. Navigate to the Lists, Communication subtab, and enable the 'Bulk Merge subtab'. This will allow users to see all Bulk Merge activity directly on the customer record.
Scenario
Users often need to review all mail merge communications sent to a specific customer. However, these bulk-merged documents are not displayed on the standard 'Message' subtab of the customer record, making it difficult to track past communications. A dedicated subtab is required to provide this visibility.
Solution
To enable visibility of Bulk Merge activity on a customer record, follow these steps:
Navigate to the customer record and initiate form customization.
Under Lists, Communication subtab, enable the 'Bulk Merge subtab'.
Save the customized form. Once enabled, the 'Bulk Merge subtab' will appear on the customer record, displaying all associated mail merge activities.
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