megaphone
Update your Profile with your Support type to get your Support Type badge.
Nominate Your Peers for NetSuite Support Community's Choice of the Quarter! Submit your nomination today.
Expand your NetSuite knowledge by joining our Ask A Guru Live sessions. RSVP on this event now.
Now is the time to ask your NetSuite-savvy friends and colleagues to join the NetSuite Support Community! Refer now! Click here!
What Topic Should We Cover Next? Your idea could be our next feature—drop your suggestion now!
No Limits. Just possibilities. Join us for complimentary one-day events around the world and step into a future fueled by AI and limitless potential. Discover what's next at SuiteConnect Tour 2026.
Try Intelligent Payment Automation – Fee Free For Your First Month For more information, visit this thread.

Discussions

Stay up-to-date with the latest news from NetSuite. You’ll be in the know about how to connect with peers and take your business to new heights at our virtual, in-person, on demand events, and much more.
Now is the time to ask your NetSuite-savvy friends and colleagues to join the NetSuite Support Community! Refer now! Click here to watch and learn more!

Letter Template - Linked records

edited Nov 22, 2019 6:05PM in CRM 1 comment

Hi there.

I am setting up a series of letter templates at the moment and having some trouble.

Each of our customers is linked to a Partner.

On some of these letters, I need to use just the Partners first name.  I am able to get the Partners full name as this is shown on the Customer record but cannot source the first name on it's own.

On the partner record, of course, the tag for first name is < NLFIRSTNAME > which obviously does not work as it will give me the current record (the customers) first name.

The only way I can currently think of to get around this is to have a field for "PArtner First Name" on the customer record.  I don't want to do this for a number of reasons - it's messy and I'm not even sure how I could source (again!) just the first name!  I don't want reps to have to enter this value when setting up a partner or customer.

Howdy, Stranger!

Log In

To view full details, sign in.

Register

Don't have an account? Click here to get started!

Leaderboard

Community Whiz

Quarter 1 (Jan-Mar 2026)

This Week's Leaders

This Month's Leaders

All Time Leaders