We have Borrowers and Co-Borrowers in our Contact Database. I need to produce labels, which I can do outside of Salesforce with an export easily enough. I want to see if there is any logic in Salesforce to create a name label that includes both the contact name and the name of the spouse if one exists and if not, then just the contact name.
Hey Fred,
I would recommend using a report for this. You could either create a row level summary in the report, or a custom formula on the object that pulls this information in. I'm not sure how you're tracking the spouse, but if it's just a text field you could do something like this:
IF(ISBLANK(Spouse__c),Name,FirstName & " and " & Spouse__c & " " & LastName)
This formula would return the contacts full name, otherwise if there is a spouse populated it would return:
Contact's First Name + "and" + Spouse's Name + Last Name
You could include this in your report and then export the data to Excel.
Thanks,
Mikey
