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Robbie Nixon
How to specify which contact to use from related contacts on account
I have 2 contacts with role economic buyer related to an account. I want to use the contacts last names as part of a naming convention for an opportunity, eg, Smith & Lee.
I can get the last name from contact 1, but is there a way of using the last name of contact 2, 3, etc as well?
Thanks, Robbie
I can get the last name from contact 1, but is there a way of using the last name of contact 2, 3, etc as well?
Thanks, Robbie
This always points to the contact listed first though. If I repeat the syntax it gets Contact 1 again, so the result is Smith & Smith, not Smith & Lee.
If contacts are set up as follows:
Contact 1 = John Smith
Contact 2 = Ken Lee
I would like to get Smith & Lee.