Create a Link that Opens a New Email Message Window that has a Default Email Template

User would like to create a link to an Email Template so that user can just click the link from a custom tab and link will activate to allow the user to enter the recipient email address before sending the email. The messages will be stored to a specific Employee record.

 

To accomplish this, perform the following steps:

 

            1. Navigate to Home > Set Preferences > General tab > Defaults section to check Show Internal IDs.

           

            2. Click Save.

           

            3. Navigate to Lists > Employees > Employees.

           

            4. Take note of the Internal ID of the Employee record where you want the message to be stored.

           

            5. Navigate to Documents > Templates > Email Templates.

           

            6. Take note of the Internal ID of the Email Template you want to use.

           

            7. Navigate to Customization > Centers and Tabs > Center Links.

           

            8. Provide a Label (e.g. New Email Message).

           

            9. For the URL, use the format below:           

           

                        https://system.netsuite.com/app/crm/common/crmmessage.nl?contact=xxx&entitytype=employee&l=T&templatetype=EMAIL&template=yyy

                       

                        Where: xxx is the Internal ID of the Employee record in Step# 4 and yyy is the Internal ID of the Template in Step#6.

                       

            10. Click Save.

           

            11. Navigate to Customization > Centers and Tabs > Center Categories > New.

           

            11. Set the Center Type, Section and Category Name. Under the Values tab > Link column, select the Center link created in Step# 8.

           

            12. Click Save.