SYMPTOMS:
Customization of contacts names does not work with an external file list, the default name is always chosen.
CAUSE:
This problem is caused by not using "Column 2" as the named substitution parameter.
RESOLUTION:
Instead of using "[Substitute: First Name, Default: "Customer"]", use "[Substitute: Column 2, Default: "Customer"]" instead. The help file incorrectly states that using the First Name will work but that is only true when using Outlook Contacts and not when using an external file list. We are working to resolve this with the Help file.