Add a Name Formats section on Organization records

My organization would like to have Name Formats available on Organization records as we have a number of them who prefer to be called something other than what the organization is named in CRM, sort of like a "Doing Business As" (DBA name). It would be tremendously helpful to be able to select those fields in exports, reports, or as otherwise needed.

  • Guest
  • Feb 17 2017
  • Reviewed: Voting Open
Organization Name (Please enter full organization name) World Wildlife Fund
Reported Version 4.0
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  • Stephanie Boyce commented
    September 27, 2018 15:51

    Our organization would really like this feature as well. We use name formats a lot, for many different things, even for sorting custom data lists, but if an organization does not have a name format, we are unable to do the things we want to do. 

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