Become a NetSuite Email Expert

Creating, sending and tracking emails in NetSuite is a vital activity that every user should fully grasp.

Unsure of how all emails to and from a Customer, Partner or Vendor can be easily viewed and tracked in NetSuite?

Would you like to leverage email templates with merge fields in NetSuite?

Become an expert on using the NetSuite email features for your daily work in this complete overview of NetSuite Emails!

NetSuite Video Training

Learn by watching and then doing

All Pocket Buddha courses are structured around short 2-5 minute videos followed by practice steps to be done in NetSuite.

By watching and then doing, you will achieve the goals and results for the course.

The instructor for the course is also available to answer questions by discussion thread and by email. Personal coaching time can be purchased along with the course as an option.
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NetSuite Video Training

Key Questions Answered on the Course

  • What are the various types of NetSuite emails and how are they used?

  • How are NetSuite emails created and sent?

  • How can emails be sent from NetSuite transactions (Sales Orders, Purchase Orders, etc.) with the transaction automatically attached to the email?

  • Where can I view the complete email correspondence with a Customer, Parter or Vendor?

  • Where does NetSuite track emails sent from a Customer, Partner or Vendor?

  • How can I create an Email Template in NetSuite with merge fields?

Tracking Email Communication Video

Sample Course Video

What's Included?

The course includes the following content and features:

  • Five high-quality video walkthroughs of NetSuite in action.

  • Complete video transcripts with screenshots for reference.

  • Exercise and practice steps to be done within NetSuite.

  • Access to the instructor via discussion thread or by direct email.

  • A full 45 days of access to the course.

  • A professional course completion certificate.

Instructor

  • Tim White

    Lead Instructor

    Tim White

    Hello! It will be my pleasure to be your instructor for this course.

    I have successfully trained 100s of NetSuite users to be proficient and confident in their understanding and use of NetSuite.

    My success as a Chief Information Officer (CIO) for mid-size companies has been built on ensuring that technology is actually used and understood by the users!

    P.S. believe me when I say that I understand how challenging it can be to learn all the nuances of NetSuite, but with these courses and expert instructors you will be successful!

Frequently Asked Questions

  • Is access to a NetSuite account included as part of the course?

    The student is expected to have access to their own NetSuite account: Pocket Buddha training does not provide access to a NetSuite account.

  • Will the NetSuite screens and forms look like those in my instance of NetSuite?

    They will be very similar but not exactly the same. Your instance of NetSuite may have a pre-configured theme or it may have been heavily customized.

  • How long will the course take me?

    Course time varies student to student but allow 1.5 hours to complete all the steps of the course.

  • Can I ask questions to the instructor?

    Yes, the instructor will be happy to answer questions via the discussion thread on the course and by email. Personal one-on-one time can be purchased as an option: see the Course Pricing section below.

  • Is the instructor available for customized training?

    Yes, all Pocket Buddha instructors are available for customized training for your company.

Course Pricing


All pricing includes 45 days of access to the course.
The Coaching option includes personal time
with the instructor.

Money Back Guarantee

All Pocket Buddha courses come with an unconditional 30 day money back guarantee.

Pocket Buddha instructors are committed to providing the best possible NetSuite learning experience.

If you are not completely satisfied with the course and the instructor is not able to make it right for you then a full refund will be promptly given.
Money Back Guarantee

Course Curriculum

  • 1
    Welcome to the Course
  • 2
    NetSuite Email Types
  • 3
    Email Pop-up Overview
    • Email Pop-up Overview
    • Email Pop-up Overview
    • Video Transcript: Email Pop-up Overview
    • Note from Instructor - Pop-up Window
    • Note from Instructor - Transaction Emails
    • Exercise: send an email to yourself with sales transaction attached
    • Exercise: verify the email sent on the sales transaction and customer record
    • Using What You Learned
  • 4
    Tracking Email Communication
    • Tracking Email Communcation
    • Tracking Email Communication
    • Video Transcript: Tracking Email Communication
    • Practice: tracking emails in the Messages area
    • Using What You Learned
  • 5
    Email Templates Part I
    • Email Templates Part I
    • Email Templates Part I
    • Video Transcript: Email Templates Part I
    • Practice: sending template emails
    • Using What You Learned
  • 6
    Email Templates Part II
    • Email Templates Part II
    • Email Templates Part II
    • Video Transacript: Email Templates Part II
    • Practice: creating and using email templates
    • Using What You Learned
  • 7
    Final Course Steps
    • Next Steps
    • Course Survey