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If Formula for naming Client

  • April 23, 2024
  • 2 replies
  • 21 views

Leah_Relish
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Good day all. I am trying to create a formula to name my Clients based on the following: 

If {company} is not blank, use {company} and if {company} is blank use {last name}, {first name} - and if there is a spouse name use {last name}, {first name} & {spouse name}

I can't quite get it to work - can anyone help? 

Best answer by TheTimeSavingCo

Does this look right?

IF( Company, Company, {Last Name} & ", " & {First name} & IF( {Spouse Name}, ", " & {Spouse Name} ) )

2 replies

TheTimeSavingCo
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Does this look right?

IF( Company, Company, {Last Name} & ", " & {First name} & IF( {Spouse Name}, ", " & {Spouse Name} ) )


Leah_Relish
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  • April 26, 2024

Beautiful, thank you!