View Contact Name suffix on Action records and on Query output results tab

On organization records, if two contacts have the same name and the only difference is their suffix (Bob Smith Jr. or Sr.), you can't tell which person, or if the right person, has been added to the Contact Name field. This becomes an issue on Action records and Prosposal records, as well as on the Query output tab. As a result, it is difficult for users to distinguish which person is the correct Contact Name for the Action or Proposal. Please add the suffix field to the data that displays in the Contact Name field.

  • Guest
  • Mar 28 2013
  • Attach files