Thursday, October 25, 2018

Filter by Folders or Search by File Name in the File Cabinet when Sending Email Attachments through Email Merge

When selecting a file to be included as an attachment to an Email Merge, it may be hard to locate the file needed because the list displays all files in the File Cabinet in no particular order. It would be a good option to have the ability to filter or do a search to locate the file needed.

As a workaround, the User Preferences can be changed so that the drop down list will show up as a pop-up instead giving users the ability to select a folder and search for the attachment using its file name. To do that, follow these steps.

1. Navigate to Home  >  Set Preferences > General > Optimizing NetSuite section


3. Save

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