Customers & contacts
How customer hierarchy and contacts sync from NetSuite, how to manage duplicates, and how to disable or inactivate contacts.
By Kolleno1 author8 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.