Customers & contacts
How customer hierarchy and contacts sync from NetSuite, how to manage duplicates, and how to disable or inactivate contacts.
8 articles
- Get the contacts details from NetSuiteWill the first name, last name, and position from NetSuite contacts get into Kolleno to be used in emails?
- NetSuite contact details at Customer levelKolleno offers the capability to import customer contact persons' details directly from the NetSuite customer object.
- Mark contact as INACTIVE in NetSuiteIf a contact working for one of your customers needs to be removed, mark them as inactive.
- NetSuite Sub-Customers imported as Customer GroupKeep your customers hierarchy in NetSuite and have it reflected in Kolleno.
- Disable NetSuite Contact Record SyncHow to stop NetSuite Contact Records syncing into Kolleno.
- Why It’s Complicated to Exclude Already-Synced Inactive Customers from NetSuiteManual cleanup is needed after resync to remove already-synced inactive NetSuite customers.
- How Kolleno Creates and Manages Contact Persons from NetSuite InvoicesHow Kolleno creates, links, and manages contact persons from NetSuite invoices automatically.
- How to View Contacts from a Specific Invoice FieldFind out information about contacts that look like duplicate in Kolleno.