Hello,
We set up a Contacts board as part of the Basic CRMs feature. Is there a way to separate the contact column - someone’s full name - into a First and Last name column through an automation? Thank you!
Hello,
We set up a Contacts board as part of the Basic CRMs feature. Is there a way to separate the contact column - someone’s full name - into a First and Last name column through an automation? Thank you!
Hi! As outlined in this post, you can separate them through two formula columns.
The first column should contain this formula:
LEFT({Name}, SEARCH(" ", {Name})-1)
And the second column should contain this one:
RIGHT({Name}, LEN({Name})- SEARCH(" ", {Name}))
Thank you! Is there a way to adjust the formula to capture middle names or first names with two names?
@JCorrell Hi ! I saw some other formulas you wrote on other threads, but none of those worked.
Try this:
REGEXEXTRACT({Name},".*?(\w*)$")
Jim - The Monday Man
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Hi Jim, this works perfectly!! Thank you so much for your assistance!
Hi Jim, This is very helpful. How do I reverse this formula to capture the first name of the contact?
Thank you!!!
Hi Jim,
I figured it out!!
REGEXEXTRACT({Name},“.?(\w)?”)
Doug
LOL same timing…Thank you! Only to find out I can’t use a formula in an automation
All I’ve been trying to do is respond to customers inbound email “request for information” with their first name…, (I thought this formula would do it)
Doug