Hi, I’m setting up a very basic mail merge database for a real estate agent, and I’m struggling to figure out the simplest way to deal with (fairly common) instances where a property has two or more owners with different surnames.
How do I design the relevant fields so that a mail merge can format both the envelope and Dear *** in the letter just as elegantly for a John Smith and Betty Johnston customer record as for John and Betty Smith?
If you have separate fields for first and last names, could use use an “if” statement to check? I’ve set up a base where I used this formula to look for the same or different surnames and it seems to work, and also let you know if there isn’t a surname.
A link to the base and the formula is below. I can also help set it up if you need.