ANS-0133 · SAVED SEARCHES & FORMULAS
How to Log Email Content to Customer Records in NetSuite?
NetSuite's email logging to customer records requires specific configurations.
Short answer
NetSuite saved search email alerts do not automatically save email content to customer records. While workflows can send emails, the 'Send Email' action does not inherently log the full email content to the customer's communication history without additional configuration or SuiteScript.
Scenario
A NetSuite user needs to ensure that email communications sent from the system are automatically logged and visible on the respective customer records. They are exploring options to achieve this, specifically considering saved search email alerts and workflows. The goal is to have a comprehensive communication history directly accessible from the customer's profile.
Solution
Saved search email alerts in NetSuite do not automatically save the email content to the customer record's communication history. While a workflow can be configured to send emails, the 'Send Email' action within a workflow does not inherently log the full email content to the customer's 'Messages' subtab as an out-of-the-box feature. To achieve comprehensive logging of email content to the customer's communication history, additional configuration or SuiteScript may be required beyond the standard workflow 'Send Email' action.
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