Attachments are no longer saved onto the message record in NetSuite 2014.1. To work around that limitation and preserve attachment support in NetSuite, Riva Cloud and Riva On-Premise can be configured to sync email by creating NetSuite task activities.
If enabled, Riva's Emails as Tasks feature causes an email to be synced as a task activity in the contact's activity history in NetSuite instead of a communication message that appears in the Communication tab.
The task activity created in NetSuite has the following characteristics:
Example of a task activity created in NetSuite:
From: Customer Support (firstname.lastname@example.org)
Attachments: Quote.pdf [Size: 80 kb]
A great message here that describes all of the features that are available in the widget that has been quoted.
In addition to attachment support for NetSuite 2014.1, using a NetSuite task (instead of a message) to track an email has a few advantages:
Limitation and workaround:
A NetSuite task has a limitation that is easily circumvented. Whereas a message has a length limit of 50,000 characters, a task has a body length limit of 1,000 characters. If this limit is too restrictive, the entire body of the email can be added as an attachment to the task.
Implementation for Riva Cloud
Implementation for Riva On-Premise
An official enhancement request is being tracked by NetSuite. Here is the response from NetSuite:
Thank you for contacting NetSuite Customer Support. At this time, the feature you are requesting is not available within the NetSuite line of application services. We do have an Enhancement Request logged for this feature request and it has been updated with your account information and comments. Our Product Management team periodically reviews these Enhancement Requests and perhaps this will be available in a future release.
Enhancement # - 288417
Summary: WS > Attach > Ability to add/update an attachment to the Message Record
You can now Search ALL enhancements logged with NetSuite. This great new feature allows NetSuite Users to search: Most Popular enhancements sorted by number of votes, Most Recent enhancements sorted by date created (in the last rolling quarter) and the NetSuite Employee Picks which is a special list of enhancements our Product Team thinks are useful and want to get Customer feedback on.
Article ID: 1085
Last updated: 02 Mar, 2021
Also listed in
Riva On-Premise - CRM Sync -> Manage Riva On-Premise (Admin Guides) -> CRM Systems -> NetSuite CRM -> Advanced Options & Settings