If/Then/Else Logic for Name Format Options

It would be extremely helpful to allow if-then-else logic to structure names. For example, consider two constituents: Nickname: Jessie First Name: Jessica Last Name: Jones Nickname: [NULL] First Name: Robert Last Name: Sullivan make a name that is [nickname if not null, else first name] last name: Jessie Jones Robert Sullivan Current logic lets you skip a name if its null, but doesn't you say "take this name first, but if it's blank, then use this one, but don't use both".
  • Guest
  • Jun 29 2015
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  • KC Fonzi commented
    13 Sep, 2017 10:04am

    Hello, please note that Blackbaud Pacific has developed a Name Format Global Change, which would allow you to set a Name Format for all records in a query.  This may be scheduled, and run in conjunction with multiple instance of this Global Change to provide more dynamic options. It is often used in the Asia-Pacific market to address non-Western names.  Please contact kc.fonzi@blackbaud.com.au for additional information. 

  • Sue Watts commented
    12 Jul, 2016 04:40pm

    Not exactly the same, but UCL finds CRM joint name functionality poor. If we include suffix in our joint addressee name, which we have to (e.g Mr John Jones MD & Ms Jane Jones MD), then we cannot make the 'and' in the middle conditional, as it drops off where the primary household member doesn't have a suffix (thus; Mr John Smith Mrs Jane Smith- with no 'and'). To use joint names, we have to leave the 'and' as non-conditional then strip off the trailing 'and' on any singletons ("Mr Bob Jones and") for all extracts for event invites, marketing efforts etc. Most annoying.

  • Trit Mulligan commented
    9 Nov, 2015 01:58pm

    Hi Margaret,

    This is not planned for 4.0.


    Trit Mulligan

  • Guest commented
    6 Nov, 2015 04:56pm

    Any word on this being included for CRM 4.0???

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