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.
Thanks.
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.
Caren Schwartz (Moderator/CIC)
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