ANS-1573 · CUSTOMER & CRM RECORDS
How to Expose Global Subscription Status for NetSuite Mail Merge Opt-In
To manage customer email preferences efficiently, ensure the Global Subscription Status field is visible on the preferred customer form, allowing its use in mass updates.
Short answer
To enable the Global Subscription Status field for customer mass updates in NetSuite, navigate to Customization > Forms > Entry Forms and expose the field on the preferred customer form. This action makes the field available under List > Mass Updates > General > Customer, allowing for efficient management of mail merge opt-in preferences.
Scenario
NetSuite users may encounter situations where the 'Global Subscription Status' field is not available for selection in customer mass updates. This prevents efficient management of customer mail merge opt-in preferences across multiple records, requiring a specific configuration adjustment to expose the field.
Solution
To make the 'Global Subscription Status' field available for customer mass updates, follow these steps:
Ensure that the preferred customer form, found by navigating to
Customization > Forms > Entry Forms, has the 'Global Subscription Status' field exposed.Exposing this field on the preferred customer form will make it available for selection in the customer mass update tool, accessible via
List > Mass Updates > General > Customer.
Expert NetSuite Support
Need help with this NetSuite issue?
Customer & CRM Records consulting and configuration support