More power to you with Contact Name (Full Name) being split to “First Name” and “Last Name” empowering you more personalized emails and simplified third party integrations. To know more, click here.
Benefits:
- More flexibility while you define your email templates. You can use the first name or last name or both and personalize your emails.
- Simplified third party integrations. You will be able to pass two independent fields First name and Last Name instead of having to split the Full Name
Important to Consider:
- Form Layouts: Added fields with First Name and Last Name already
- Custom views: Used it in Search Criteria
- Workflows: Used it in Filter Criteria
- API / Third Party Integrations: Make necessary changes to include the First Name & Last Name fields
- Changes required if you have already customized the following:
- The Last name will be treated as a compulsory field in all transactions ( add, edit, import ) with the record.
Screens Affected:
- Contact Layout
- Add/Edit a Contact
- Add a New Column in Contact List view
- Bulk Update a Contact
- Quick views
- Quick Create a Contact from Company, Activity or Deal
- Custom view
- Workflow
- Mass operations
- Reports
- Email Template
- Import Contacts
You may also enjoy these
📧 Reach thousands of inboxes in minutes: All new ‘Email Campaigns’ is here!
If you’ve tried Salesmate before (or you’re an existing customer), you might know that our platform already...
3 Min readApril 2023: 5 Improvements in Contacts, Companies, Salesmate Chat & more
April was a productive month for us. We took feedback from our customers on items that impact their daily...
2 Min read🚀 Salesmate Experience Updates: 11 exciting things happened this March
A couple of important additions and improvements this month. There’s no specific theme to this...
6 Min read🚀 Salesmate Experience Updates: Changes in Automation Journeys & Reporting Widgets
Automation Journeys and Reports are among the essential features for our customers. So, February is about...
4 Min read🚀 Salesmate Experience Updates: Improving Sequences & Introducing Brand Book in January 2023
2022 was a massive year for us in terms of taking customer experiences to the next level. We achieved amazing...
2 Min readMake sales sexy again 😉
- Save at least 50% on subscriptions and integrations.
- Save 30% more time for your sales team.
- Choose a CRM trusted by 5000+ businesses.

Kay G
Technophile, Explorer, Researcher, CRM product expert who likes to interact with new people day in day out and make the customer experience a pleasurable one.