In our data, there are hundreds of contacts and accounts where the account name has been populated to the household mailing address, so the address is listed as the person's name instead of their actual address (or just blank) because these were mass converted leads and apparently the field transfer settings were messed up. So since you can't compare two fields in a report, I looked into making a formula field, but I haven't had any success with it because I don't really know any java. What I would like is for there to be a checkbox true/false if the mailing address matches the account name.
Not a problem @Anne-Marie Adkins .
This is how I would tackle it. I am assuming Household is set up as
@Shane Des Enfantshas it, Lastname (Firstname) Household:
IF ( ( MailingStreet CONTAINS (LastName & " (" & FirstName & ") Household")), True, False)
Choose the correct fields (obviously) I am currently not working on an NPSP Org so am guessing! It is either Contains or Includes. I can't remember off the top of my head! 🙂
