Reference only pulling first name of customer

I'm brand new to Podio and coding in general, so I may not fully understand the answers to my question, but I'll try!

I have a "Deals" app that references a "Clients" app. In my Deals app, I have reference the Clients app. When I am in my Deals app and attempting to find a new deal, I want to be able to type the client name in the reference and see the first and last client name.

Currently, when I begin typing the client name, only the first name appears in the seach/reference bar. This is not optimal when you have multiple clients with the same first name. I need to see their last name as well so that I know which client to select when creating a new deal.

My Clients app has two separate fields for first and last name (i.e. Column A is first name, column B is last name).

Is there a way to somehow modify the Deals app to also pull in the last name of the client when referencing?

Rainer Grabowski

April 20, 2016 16:54

Hi Brandon,

when you are typing only the first field in the other app is shown. You can't change that. But you can change the first field. Create a calculation field at the top of your app, which shows First and Last name:

@first name + " " + @last name

Now you should see the full name in that field and in the search while typing.

Rainer

Ryan Ramage

March 13, 2017 21:54

Did you ever figure out a resolution to this?

March 14, 2017 12:44

What are you looking for?

Brandon Hall

March 14, 2017 12:48

My work around was to create a "First Name" then a "Last Name" field and then have a calculation field that combines them. I use the combined calculation field for my high level views, but I always reference the First + Last name fields.

Reference only pulling first name of customer

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