How to Add Recipient to List for Email Saved Search in NetSuite

Welcome, fellow NetSuite users! Are you struggling to effectively manage your contacts and emails within the platform? Do you wish there was an easier way to add recipients to your email saved searches? Look no further, as we have a solution for you. Learn how to efficiently add recipients to your email lists in NetSuite with our step-by-step guide.

What is NetSuite?

NetSuite is a powerful and flexible cloud-based business management software that offers companies a comprehensive suite of applications to effectively manage their core business processes. From financial management to customer relationship management, inventory and supply chain management, and e-commerce, NetSuite provides solutions to streamline operations, improve efficiency, and gain real-time visibility into financial and operational data. With its integrated platform and customizable features, NetSuite is suitable for businesses of all sizes and industries, making it a valuable tool for modern organizations.

What is an Email Saved Search in NetSuite?

An email saved search in NetSuite is a powerful tool that allows users to create customized searches and receive the results in their email inbox. This feature is designed to keep users updated with important information without the need for manual searches. By setting specific criteria for the search, such as records or transactions, and scheduling when the search should run and the results should be sent, users can automate the process of gathering data and staying informed.

Overall, the email saved search in NetSuite is a valuable feature that saves time and improves efficiency by delivering personalized search results directly to the user’s email.

How is an Email Saved Search Different from a Regular Saved Search?

An email saved search in NetSuite differs from a regular saved search in the following ways:

1. Email functionality: An email saved search allows you to automatically send search results to specified recipients via email.
2. Recipients: You can set up a list of recipients in an email saved search, whereas a regular saved search does not have this feature.
3. Email customization: With an email saved search, you can customize the email subject, body, and format, whereas a regular saved search does not offer this flexibility.
4. Scheduling: An email saved search can be scheduled to run automatically at specific intervals, while a regular saved search requires manual execution.
5. Real-time updates: Unlike a regular saved search, an email saved search provides up-to-date information in the email results.

To optimize your use of email saved searches in NetSuite, consider these tips:

• Regularly review and update your recipient list to ensure it includes relevant stakeholders.
• Personalize the email content to make it more engaging and informative.
• Test the email saved search by sending it to yourself before scheduling it for wider distribution.
• Monitor the results and make adjustments as needed to ensure the recipients are receiving the intended information.

What are the Benefits of Using Email Saved Searches in NetSuite?

There are numerous benefits for businesses that utilize email saved searches in NetSuite, including:

1. Time-saving: By automating the process of gathering and sending specific data to designated recipients on a regular basis, email saved searches save businesses valuable time.
2. Customization: With the ability to create highly tailored saved searches based on specific criteria, such as sales performance, customer behavior, or inventory levels, businesses can obtain highly relevant and useful data.
3. Real-time insights: Regular email updates from saved searches provide decision-makers with up-to-date information on critical business metrics, allowing for prompt and data-driven decision-making.
4. Improved collaboration: Email saved searches enable easy sharing of important information with team members, fostering collaboration and alignment within the company.
5. Increased efficiency: By automating the data retrieval process, email saved searches free up employees’ time to focus on other essential tasks, increasing overall efficiency.

For example, a company using NetSuite’s email saved searches feature was able to streamline their order processing by automatically sending daily reports to the sales team. This allowed them to quickly identify and resolve any issues, resulting in improved customer satisfaction and increased sales.

How to Create an Email Saved Search in NetSuite

A powerful tool in NetSuite, the Email Saved Search feature allows you to automatically send customized emails to specific recipients based on search criteria. In this section, we will guide you through the process of creating an email saved search in four simple steps. First, we will discuss how to define the search criteria to ensure that your results are accurate. Then, we will show you how to select the fields that you want to include in the email. Next, we will explain how to set up the email recipients list, so you can easily choose who will receive the email. Finally, we will go over how to schedule the email saved search for regular automatic updates.

Step 1: Define the Search Criteria

To define the search criteria in NetSuite, follow these steps:

1. Access the “Email Saved Search” feature in NetSuite.
2. Select the desired search record type.
3. Choose the criteria for filtering the search results, such as a date range, specific fields, or keywords.
4. Specify any additional criteria, such as a sorting order or grouping.
5. Save the search criteria for future use.

By following these steps, you can effectively define the search criteria and narrow down the results to ensure that the email recipients receive relevant and targeted information. This is a crucial step in creating successful email saved searches in NetSuite.

Step 2: Select the Fields to be Included in the Email

To select the fields to be included in the email saved search in NetSuite, follow these steps:

1. Access the Saved Search page in NetSuite.
2. Click on the “Edit” button next to the desired saved search.
3. In the “Results” tab, scroll down to the “Available Filters/Columns” section.
4. Select the fields you want to include in the email by checking the boxes next to them.
5. Click on the “Add” button to move the selected fields to the “Selected Columns” section.
6. Arrange the order of the fields by dragging and dropping them.
7. Prioritize the fields based on their importance and relevance to the recipients.
8. Click on the “Save” button to save the changes to the saved search.

Suggestions:

• Choose relevant fields that provide valuable information in the email.
• Avoid including too many unnecessary fields that may overwhelm the recipients.
• Regularly review and update the selected fields as needed to ensure the email remains informative and concise.

Step 3: Set Up the Email Recipients List

To set up the email recipients list in NetSuite, follow these steps:

1. Access the Email Saved Search feature in NetSuite.
2. Select the specific saved search for which you want to set up the email recipients list.
3. Click on “Edit” to modify the saved search.
4. In the Email subtab, click on “Add” to include recipients.
5. Choose the type of recipient to add, such as Employees, Contacts, or Custom Recipients.
6. Enter the email address of the recipient and any additional details required.
7. Save your changes and ensure that the email recipients list is set up correctly.

A company effectively utilized NetSuite to set up their email recipients list for a sales saved search. By including specific sales representatives and managers in the list, they ensured that the right individuals received immediate notifications and updates about important sales opportunities. This improved communication and collaboration within the sales team, resulting in increased sales and customer satisfaction.

Step 4: Schedule the Email Saved Search

To schedule an email saved search in NetSuite, follow these steps:

1. Access the NetSuite application and go to the “Reports” tab.
2. Select “Saved Searches” from the drop-down menu.
3. Locate the desired saved search and click on the “Edit” button.
4. In the “Email” tab, add the email addresses of the recipients for the email.
5. Choose the frequency of the email delivery by selecting options such as daily, weekly, or monthly.
6. Set the date and time for the email to be sent.
7. Save the changes to schedule the email saved search.

By following these steps, you can easily schedule the email saved search in NetSuite to receive automated reports and updates at regular intervals.

How to Add a Recipient to the Email Saved Search List?

In NetSuite, email saved searches are a powerful tool for automating and organizing your email communications. However, it is important to ensure that the right people are receiving these automated emails. In this section, we will discuss how to add recipients to the email saved search list. Whether you need to add a single recipient or multiple recipients at once, we’ve got you covered. So, let’s dive in and learn how to efficiently manage your email saved search recipients.

Option 1: Add a Single Recipient

To add a single recipient to an email saved search in NetSuite, follow these steps:

1. Access the NetSuite dashboard and navigate to the Email Saved Search menu.
2. Select the specific saved search you want to edit.
3. Click on the “Recipients” tab.
4. Choose “Option 1: Add a Single Recipient.”
5. Enter the recipient’s email address in the provided field.
6. Click “Save” to save the changes.

Option 2: Add Multiple Recipients at Once

To add multiple recipients to an email saved search in NetSuite, follow these steps:

1. Go to the Email Saved Search setup page in NetSuite.
2. Select the “Add Recipients” option.
3. Choose “Option 2: Add Multiple Recipients at Once.”
4. Enter the email addresses of the recipients, separated by commas or semicolons.
5. Click on the “Save” button to save the changes.

Pro tip: Before adding multiple recipients at once, make sure to double-check the email addresses for accuracy and consider using blind carbon copy (BCC) to maintain privacy.

How to Edit or Remove Recipients from the List?

When it comes to managing your email saved searches in NetSuite, one important aspect is the list of recipients who receive the search results. But what if you need to make changes to this list? In this section, we will discuss how to edit or remove recipients from your saved search email list. Whether you need to update an email address or completely remove a recipient, we’ve got you covered. Keep reading to learn how to efficiently manage your recipients in NetSuite.

Editing a Recipient’s Email Address

Modifying a recipient’s email address in NetSuite involves the following steps:

1. Log in to your NetSuite account and navigate to the Saved Searches page.
2. Locate the Email Saved Search you wish to modify and click on the “Edit” button.
3. In the Email Saved Search configuration, find the recipient’s email address that requires editing.
4. Update the recipient’s email address with the desired changes.
5. Save the changes to the Email Saved Search.

To ensure smooth communication, here are some suggestions:

• Double-check email addresses before saving changes to avoid any errors.
• Consider notifying the recipient about the modification to avoid any confusion.
• Regularly review and update recipient email addresses to maintain an accurate and up-to-date list.

Removing a Recipient from the List

To remove a recipient from the list in NetSuite, follow these steps:

1. Access the Email Saved Search feature in NetSuite.
2. Select the recipient list that you want to edit.
3. Locate the recipient you wish to remove from the list.
4. Click on the option to edit the recipient’s details.
5. Remove the email address of the recipient from the designated field.
6. Save the changes made to the recipient list.

Suggestions for managing email saved search recipients in NetSuite:

• Regularly review and update your recipient list to ensure it only includes relevant individuals.
• Utilize email preferences to allow recipients to manage their own subscriptions.
• Consider sending a notification to the removed recipient, explaining the reason for the removal.

Tips for Managing Email Saved Search Recipients in NetSuite

When managing email saved search recipients in NetSuite, here are some helpful tips to keep in mind:

1. Access the Saved Search feature in NetSuite.
2. Select the desired saved search and click “Edit”.
3. In the “Recipients” section, click “Add Recipient”.
4. Choose the recipient type (e.g., employee, contact, customer) and enter their email address.
5. For multiple recipients, repeat the previous step.
6. Specify the recipient’s role and access level if necessary.
7. Enable or disable email notifications as needed.
8. Save the changes to update the email saved search recipients.

By following these steps, you can efficiently manage email saved search recipients in NetSuite.