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How can I add missing Reference Names in Contacts

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Top 200 Contributor
Posts 7
Micah Salb Posted: Sat, Aug 7 2010 2:56 PM

I have many Contacts that are missing Reference Names.  I dunno why.  Is there a way to automatically populate that field with {First Name} {Last Name}?  I can easily filter to show {LName} not blank AND [RefName} is blank, and I can copy either {FName} or {LName} to the RefName field, but I don't know how to add both first and last names to that field.



-Micah Salb Lippman, Semsker & Salb, LLC Bethesda, MD (301) 656-6905 TM/BM8+
Top 10 Contributor
Posts 1,699

Not sure it will work but I would try the following

Customize an unused field to be a calculated field - first name, space, last name. Then use the process copy to copy the calculated field to the ref name.


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