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‎Apr 23, 2024 02:53 PM
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?
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‎Apr 23, 2024 08:15 PM
Does this look right?
IF(
Company,
Company,
{Last Name} & ", " & {First name} &
IF(
{Spouse Name},
", " & {Spouse Name}
)
)
 
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‎Apr 23, 2024 08:15 PM
Does this look right?
IF(
Company,
Company,
{Last Name} & ", " & {First name} &
IF(
{Spouse Name},
", " & {Spouse Name}
)
)
 
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‎Apr 26, 2024 11:38 AM
Beautiful, thank you!
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