I really love Conga Composer for creating thank you letters, but hate having to do a different version of each letter for Org and Individual contacts (one with the Organization Name and one w/out), so I use this formula field on the Contact record to display null for Individual contacts – there are two versions of this; one for orgs using one-2-one accounts, one for orgs using the Individual Bucket model
IF(Account.npe01__SYSTEMIsIndividual__c =true,null, Account.Name ) IF( Account.Name ="Individual",null, Account.Name )
Advertisement
Filed under: Conga Composer, Salesforce Apps, Uncategorized Tagged: | Conga Composer, Mail Merge