Release Preview: Setting Email Preferences in NetSuite

TL;DR: Administrators can set email delivery preferences for the Release Preview account in NetSuite to control who receives test-related emails. This allows for targeted communication during testing phases without affecting customers.

Overview

Administrators in NetSuite can configure preferences for email messages delivered from the Release Preview account. This functionality is crucial during testing phases, as it prevents unnecessary email communications to customers and allows for controlled testing.

Setting Email Delivery Preferences

To configure the email delivery preferences for Release Preview, follow these steps:

1. Log in to your NetSuite production account.
2. Navigate to:
   Setup > Company > Email > Email Preferences.
3. Select the Sandbox and Release Preview subtab.
   • Here, find the Release Preview Options section.
4. Set your preferences:
   • Choose Send Email To to specify recipient addresses directly, allowing greater control over communication during tests.
   • Alternatively, choose Send Email to Logged In User to have emails sent only to the user currently logged in; however, be aware it may result in missed notifications for web-store generated emails.
   • If you prefer no emails to be sent, select Do Not Send Emails.
5. Click Save.
   • The email preferences set in your production account will apply to the Release Preview account.
6. Access your Release Preview account to verify preferences.
   • Navigate to Setup > Company > Email Preferences again to review and modify as necessary.

Important Notes

• Security-sensitive Emails: Certain critical communications, such as password resets and two-factor authentication setups, will always be sent to the email owner, regardless of the preferences set.
• Default Settings: Upon creation, all saved searches in the Release Preview account are inactive by default to reduce email notifications. You can activate specific saved searches if needed.

Conclusion

Setting email preferences in your Release Preview account is essential to streamline communications during testing, ensuring that only relevant personnel receive information related to test activities. This helps maintain a clear focus on testing and prevents confusion among customer communications.

Key Takeaways

• Administrators can manage email preferences via the production account.
• Important to specify email delivery to avoid unnecessary notifications.
• Security-sensitive emails bypass user preferences for important communications.
• All saved searches are inactive by default in Release Preview to minimize clutter.