You might wonder whether the first and last names of your customers will be included in the "TO" field of emails when they are sent, or whether you can use their names as smart fields in the templates.

Yes, it is possible. You simply have to make sure you include their first and last names in the appropriate NetSuite contact fields. These will then synchronize with Kolleno.

The value in "JOB TITLE" will be imported as the position of the contact in Kolleno.

Please note that, if your contact details are recorded at the Customer record level, you will need to read this article.