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, regardless of which user creates them, without using the personal preferences/settings and without using a script or workflow, just a setting or company preference or something like that which affects all users globally?
c
AI generated answer (using internal Slack threads):
Based on the conversations, it appears that there isn't a global setting or company preference in NetSuite that allows you to set the default Email Preference for all newly-created Customer records, regardless of which user creates them, without using personal preferences/settings, a script, or a workflow. The Email Preference can be set at the User, Customer, or Transaction level only. When creating a role, you can define the default preferences, but users can still override these settings. For the specific case of sending invoices via email and wanting to include a PDF attachment by default, one user mentioned that they created a workflow on the Customer record to set the Email Preference field to PDF. However, this still involves using a workflow, which is not what you're looking for. Therefore, it seems that the functionality you're asking for is not currently available in NetSuite without using personal preferences/settings, a script, or a workflow. ****** 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: 0.857666075
Slack thread 2: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.848571837
Slack thread 3: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.848571777
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