Many of our new accounts get set up on the web, and get entered as "John Smith" rather than "Mr. John Smith".
We would like the "Dear" salutation to default to "John" if there is no title, but "Mr. Smith" if there is a title. I've studied up on the documentation for TR_SALUTATION_FORMAT, but haven't found a way to do this. Am I missing something, or has someone come up with a way to make this happen?
Hi Jane,
I know of a way to do something similar to what you're looking for. Here, we wanted it to say either John Smith or Mr Smith depending on whether or not a prefix was available. We accomplished it by doing this <'P1' ;'F1' ><'L1'> as the criteria.
The last name will still show up either way in that scenario so I'm not sure if that's helpful to you or not.