Overview
Multi-Contact Email lets you send any transaction to every relevant contact on a customer or vendor record with a single click. It also handles Customer Statements automatically, with scheduled delivery on a weekly or monthly basis so nothing falls through the cracks.
By default, NetSuite supports one email recipient per transaction. Multi-Contact Email removes that restriction across both customer and vendor records.
Features
- Send transactions to multiple contacts on a customer or vendor record with one click
- Choose which contacts receive which transactions, across all supported transaction types
- Schedule recurring Customer Statement delivery on a weekly or monthly cadence
- Works across both customer (sales) and vendor (purchase) transaction workflows
See it running against your customer records.
A 20-minute walkthrough — bring an account with several contacts and we'll send to all of them in one click, live.
Supported Transactions
- Customer / Sales
- EstimatesSales OrdersFulfillmentsInvoicesCash SalesCash RefundsCredit MemosCustomer PaymentsCustomer StatementsReturn Authorizations
- Vendor / Purchase
- Purchase OrdersVendor Payments
Requirements
No additional NetSuite modules or custom development required. Multi-Contact Email installs into your existing NetSuite environment without any additional configuration.
Testimonial 1 of 2: Dave Presley
We needed a smarter and easier way to quote. Our previous quoting process — if you could call it that — was reliant on Excel and prone to errors.
Dave Presley
President · Hydro-Chem
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