I want to display participant full name in deal section

[GaurangW]

Hi,

I want to display full name in the deal section in the screenshot shared below.

I tried creating a custom property with property sync as field type. I have selected Contact object from associated record type but

from the property it only gives me either to select first name or last name.

Is there any option where I can have the full name & display in the deal section

[karstenkoehler]

Hi @GaurangW,

You would have to concatenate the first and last name on the contact object first, within a new property – either a calculation property with the output text… Create calculation and rollup properties

… or using a contact-based workflow that sets the value of a new custom text property to the values of first name, space character, last name.

Once you have this property, you can sync it to the deal.

Best regards

[himanshurauthan]

Hi @GaurangW

Here is the workaround that you can opt for to achieve this functionality:

Create a custom deal property (e.g., Full name).
Use a workflow to:

• Trigger when a contact is associated with a deal.
• Copy the First name and last name from the Contact to the custom full name property on the associated Deal.

Attaching a screenshot to give you a better idea.