How to set the default Email Preference for newly-...
# ask-stanley-ai
a
How to set the default Email Preference for newly-created Customer records?
c
AI generated answer (using internal Slack threads):
To set the default Email Preference for newly-created Customer records, you can use a Workflow (WF) on the Customer record to set the Email Preference field to your desired default. This will ensure that when emails are sent from the record, they will follow the format specified in the Email Preference field of the Customer record. Here is a high-level overview of the steps you would need to follow: 1. Navigate to the Workflow Manager in NetSuite. 2. Create a new Workflow, and set the record type to 'Customer'. 3. Add a 'Set Field Value' action to the Workflow. 4. In the 'Set Field Value' action, set the 'Field' to 'Email Preference' and the 'Value' to your desired default (e.g., 'PDF'). This will ensure that for every new Customer record created, the Email Preference will be set to your specified default. Please note that this setting can be overridden on a per-transaction basis under the Communication tab of the transaction record, or on a per-user basis under the Preferences tab for a User, under Transactions -> Printing -> Transaction Email Attachment Format. ****** Disclaimer: This response was generated by an artificial intelligence assistant based on previous conversations from multiple Slack channels, and may contain inaccuracies or mistakes. ******
Slack thread 1: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.853393435
Slack thread 2: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.843933105
Slack thread 3: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.84362793
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