Saved Search Email Alerts for Subscriptions in SuiteBilling

🚨 Need to Enable Saved Search Email Alerts for Subscriptions in NetSuite? 🚨

This tutorial will show you how to set up saved search email alerts in NetSuite to monitor subscriptions, subscription lines, and change order records.

Step-by-Step Guide 📋

1. Purpose of Saved Search Email Alerts
   • These alerts help you track key subscription activity, like when a subscription is created, updated, or when specific fields change, allowing for automatic email notifications to relevant parties.🛠️
2. Accessing Subscriptions Search
   • Navigate to Transactions > Subscriptions > Create Subscriptions > Search.🔍
3. Personalizing the Search
   • On the subscriptions search page, select Personalize Search. Use the Criteria and Results tabs to define the specific fields and filters you want to monitor.🔧
4. Setting Up Email Alerts
   • Go to the Emails tab, and enable the Send Email Alerts option for created or updated records.
   • Choose an email recipient—either an internal employee or a customer.✉️
5. Selecting Email Options
   • Configure additional options:🔄
     • Send on Update: Notifies on updates.
     • Show Recent Changes: Includes recent change details from system notes in the email.
6. Customizing Alerts Further
   • Choose to receive alerts only for specific updated fields.🎯
   • Set conditional alerts using “When old value is” or “When new value is” filters to receive notifications when particular values are changed.
7. Saving and Testing the Search
   • Once satisfied, click Save in the top left to store your search.💾
   • Test the setup by updating a subscription and checking the alert email.
8. Reviewing Email Alerts
   • The alert email includes a header based on your saved search results and shows all updates with old and new values.🔎

Congratulations! 🎊 You’ve successfully saved search email alerts for subscriptions in SuiteBilling! 🌟🎉

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