FULL NAME field RRS feed

  • Question

  • I'm a new CRM Online customizer plugging my way through my first day in this environment.  I'm curious about the concatenated FULL NAME field and is there a way to control the data entry in this field so that users don't make the mistake of not following the suggested rule you estab lish in the settings?  I guess my question is, can I add a separate field ffor First, Middle, Last, Suffix and have them all populate FULL NAME?
    Tuesday, September 29, 2015 6:56 PM

All replies

  • Full name is populated automatically by CRM according to the format on the General tab in System Settings (Settings | Administration). AFAIK that is the only way to control how full name is populated. If you select a format that includes middle name, then when someone clicks in fullname, the fields shown to the user will include middle name.
    Tuesday, September 29, 2015 10:10 PM