Friday, May 29, 2009

Setting the Full name format

I'm not sure how many administrators are aware of this but in the Settings --> Administration --> System Settings area of CRM there is an option to set the "full-name format." The most common are typically "FirstName LastName" or "LastName, FirstName". You have many more options here available to you.

However, please note that when you change this setting it effects any records created after the change, it DOES NOT update all of the existing records in the system. I once made the change after a client had been using the system for nearly a year and they then had a mix of contacts whose names appeared in different formats. It's really weird to look through a list of contacts where some are formatted one way and others are formatted another way.

So, if you are going to make this change, make it before you start putting data into your CRM system. Otherwise, if you have to make the change and you already have data in the system then you could perform an UNSUPPORTED update through SQL to the fullname field. It's simple and typically it doesn't take long to run (it just depends on the number of records you have). But it works and that's the import thing.

But now you know.

David Fronk
Dynamic Methods Inc.


czPopi said...

Thank you for post, I didn't notice this option for moths I've been working and setting up MSCRM..

Don't you know if there is some possibility to use system trigger for fullname field on a custom entities? Like if you'll have new_firstname and new_lastname, without need to have the new_fullname hidden on a form and concatenated into field with onSave JS.

Thank you :)

Dynamic Methods said...

There are no system triggers that I am aware of for a fullname, or similar field, on custom entities. The only way to not have to hide the new_fullname field on the form would be to populate the field via plugin.

David Fronk
Dynamic Methods Inc.

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