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‎Apr 23, 2024 12:37 PM
I have the primary field set as a formula right now as
CONCATENATE({Client Last Name},', ', {Client First Name}). I want the formula to include the spouses name after the client's name if the marital status (separate field) is married. What would be the formula for the primary field if I wanted it to be Client Last Name, Client First Name & Spouse First Name Spouse Last Name if the marital status field is married?
1 Reply 1

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‎Apr 23, 2024 01:47 PM
IF({IsMarried},
CONCATENATE({Client Last Name},', ',
{Client First Name}, ', ',
{Spouse Last Name},', ',
{Spouse First Name}),
CONCATENATE({Client Last Name},', ', {Client First Name}))
It would look something like this.
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