http://forum.crmreports.com/ User-to-user CRM related forums en Thu, 09 Sep 2010 09:40:59 +0000 http://forum.crmreports.com/topic/move-spousepartner-to-the-business-contact-group-by-customizing-form#post-1756 Sat, 06 Sep 2008 15:54:46 +0000 UG Bot 1756@http://forum.crmreports.com/ <p><em>Newsgroup subject: Re: Dealing with couples with different last names<br /> Archived from: microsoft.public.outlook.bcm<br /> Author: Byrun</em></p> <p>#For a full answer I would need to know what sort of mailings you send out but from my work dealing with about 3000 contact I have, a full mailing of general information on A4 sheet folded once (easier to put into envelope taking into account UK postal rates on size of envelope.) with a sticky address label attached. For individual letters what about window envelope rather than trying to match up address printed envelopes with the customized letter. How you hold the data? Well there are several ways, the easiest is to use 4 fields slightly different from their original purpose like you do for first name.</p> <p>field 1 john<br /> field 2 SMITH<br /> field 3 jane<br /> field 4 JONES<br /> (<br /> That shouls give you<br /> Dear &lt;field 1&gt; &#38; &lt;field3&gt; (possible for some condition if field 3 was blank!</p> <p>You would need to have conditions on the records within mail merge for address as well so (do you export the data to a comma separated file)<br /> IF &lt;field2&gt;=&lt;field 4&gt; then print &lt;field 1&gt; &#38; &lt;field 3&gt; &lt;field2&gt;<br /> IF &lt;field3&gt;=&lt;field4&gt;="" (ie blank) then print &lt;field1&gt; &lt;field2&gt; just 1 person on mail shot<br /> etc i hope you get the idea. What you have to be consistent is the data for each fields<br /> Also are you not bothered with their initials or titles, another minefield mind you.<br /> As long as you are happy with the formality/informality of your letters you can use in your mailings I think there is a solution.<br /> If you want email me evans28vc[at]btinternet.com (CREWE UK) happy to help<br /> =============================================== </p> http://forum.crmreports.com/topic/move-spousepartner-to-the-business-contact-group-by-customizing-form#post-1567 Wed, 03 Sep 2008 17:44:46 +0000 UG Bot 1567@http://forum.crmreports.com/ <p><em>Newsgroup subject: Dealing with couples with different last names<br /> Archived from: microsoft.public.outlook.bcm<br /> Author: Jake</em></p> <p>I was wondering how other enter contacts with different last names?</p> <p>Right now, I enter spouses with the same last name like this:<br /> Last Name: Smith<br /> First Name: John &#38; Jane<br /> So the name displays as: John &#38; Jane Smith</p> <p>However, this does not work for couples who do not share the same last name.<br /> I thought about using the Spouse/Partner field under the details section.<br /> However, to make this a viable option, I need to be able to move that from the Personal Information Group to the Business Contact group in the Customize Form option. Is this possible?<br /> Does anyone have any better/other solutions?</p> <p>I do a lot of mail merges, so the solution must be able to display the full name of both contacts on letters/envelopes. First names only would be a plus too for letters. </p>