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
  • Reviewed: Voting Open
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  • Guest commented
    November 06, 2015 16:56

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

  • Admin
    Trit Mulligan commented
    November 09, 2015 13:58

    Hi Margaret,

    This is not planned for 4.0.


    Thanks,

    Trit Mulligan

  • Sue Watts commented
    July 12, 2016 16:40

    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.

  • KC Fonzi commented
    September 13, 2017 10:04

    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.