1. E-mail direction
Select Outgoing for a message that you have sent and Incoming for a message that you have received.
2. Search box
The search box allows you to search NetSuite for contacts, customers or both. Click on the Magnifying Glass icon to select the record type. The search result will be displayed in the Address drawer.
3. To/From
This list shows the NetSuite records where the message will be stored. Double-click records in the Address drawer to add them to the list. To remove a record, select it and click the ‘-’ button.
If the e-mail direction is set to Outgoing, this list is treated as the recipient list, and your login is used as the sender. If the e-mail direction is set to Incoming, the list is treated as the sender list, and your login is used as the recipient.
In either case, messages are saved in NetSuite against both recipient and sender records.
4. Message
The subject and message will be saved to NetSuite. The message must be plain text, without any images.
5. Save
Click the Save button to log into NetSuite and save the message.
