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If Formula for naming Client

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Leah_Relish
6 - Interface Innovator
6 - Interface Innovator

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? 

1 Solution

Accepted Solutions
TheTimeSavingCo
18 - Pluto
18 - Pluto

Does this look right?

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

Screenshot 2024-04-24 at 11.14.47 AM.png

See Solution in Thread

2 Replies 2
TheTimeSavingCo
18 - Pluto
18 - Pluto

Does this look right?

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

Screenshot 2024-04-24 at 11.14.47 AM.png

Leah_Relish
6 - Interface Innovator
6 - Interface Innovator

Beautiful, thank you!