Add a middle initial field to the name field. Creating legal docs requires middle initials & if you add it to the first name field when you create letters, emails etc using a template/merge feature the salutation pulls in the middle initial as well. Example: John M. Smith would appear in legal docs as the full name but a letter would appear as "Dear John M.". Not very professional if not corrected which requires correction each time (i.e. loss of production).
1 Comment » Posted by nsweeney
Posted 09/06/07
Categories: Customization, Financial Services, Industry Solutions, Force.com Platform
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energyindustryuser 11/10/08 |
Salesforce, how have you not fixed this yet? Every other CRM and even Outlook accounts for middle initials quite simply and easily. |