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NetSuite | Setup | Step 4: Configure Preferences in NetSuite

  • Updated
✔ Sinch MessageMedia
× DirectSMS
× MessageNet
× MobiPost
× SMSBroadcast
× SMSCentral
× Streetdata
× WholesaleSMS

The settings for the SMS for NetSuite app are controlled by a Sinch Preferences record. To set or adjust your preferences, create a new preferences record or edit the existing preferences record.

Configure Preferences

To configure Preferences in NetSuite:

  1. In the top-navigation bar, hover over the Sinch SMS tab.
  2. Hover over Preferences and then click on Sinch Preferences.

  3. To configure a preference record:

    • Click on New Sinch - Preferences to create a new preferences record
    • Click on Edit next to the record name to edit the existing record
    Sinch Preference List.

    Note: Only create one preferences record. Additional preferences records could cause errors. To update existing settings, edit the existing preferences record.

  4. Set the DEFAULT DIALING COUNTRY field. If you have contacts/records outside of your default country code, make sure the phone number is in the correct international format e.g. UK is +44 XX XXXX XXXX.

  5. Set the standard PHONE preferences fields. The selected PHONE field will be used as the default when sending to the corresponding record type. If a preferred PHONE field is set to ‘Any’, the app will send to the first phone number available in the following order: Mobile, Phone, AltPhone, HomePhone, OfficePhone.

    • PREFERRED PHONE FIELD: Applied to Customer/Lead/Prospect
    • EMPLOYEE PREFERRED PHONE FIELD
    • PARTNER PREFERRED PHONE FIELD
    • CONTACT PREFERRED PHONE FIELD
    • VENDOR PREFERRED PHONE FIELD

    Additional custom phone entity fields can be added using the + button. These will appear for selection within the drop-down list for the different record types.

    Default phone fields.

  6. Set the standard Email Preferences fields. We recommend setting up a new user with a distribution list email address or an email account that can be seen by appropriate users to ensure a quick response.

    • DEFAULT EMAIL SENDER: The NetSuite user account that will be displayed as the sender for any email notifications.
    • DEFAULT WORKFLOW SMS SENDER: The NetSuite user account that will be displayed as the sender for any workflow text messages.
    Email preferences.

  7. Set the custom PHONE preferences fields with the field ID of the custom field on the associated record containing the phone number for sending messages.

    • TRANSACTION CONTACT NUMBER FIELD: Custom field on Sales Order record type
    • EVENT CUSTOM PHONE FIELD: Custom field on Events record type
    • CRM CUSTOM PHONE FIELD: Custom field on Case record type
    Custom phone fields.

    Note: The custom PHONE fields will only be used to send messages when a corresponding record type saved search is selected and the 'Use Custom Phone Field' checkbox is checked. The search will show the list of contacts and phone numbers from the custom field referenced on the related record.

  8. Set the MMS ATTACHMENT FOLDER field to the internal ID of the desired file cabinet folder to store media files received via MMS.

    MMS attachment folder_EN.png

You can now continue to create tokens for webhooks.

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