Community
Showing results for 
Search instead for 
Do you mean 
Reply

Printing Out First Letter of Last Name

Highlighted
New Member
Posts: 10
Country: United States

Printing Out First Letter of Last Name

I have a database of our clients and want to print out a referral list showing only the first name and last initial of the last name.  Is it possible to have the report print out the first initial of the last name?  (Using ACT 11.0.0.367).  THANKS!

Highlighted
Platinum Elite Contributor
Posts: 6,867
Country: USA

Re: Printing Out First Letter of Last Name

Yes. It requires the use of a custom field and an embedded Visual Basic program script.

Roy Laudenslager
Retired ACT! Certified Consultant
ACT! Report Expert
Durkin Impact Report Designer
Highlighted
New Member
Posts: 10
Country: United States

Re: Printing Out First Letter of Last Name

Roy:  Thanks.  Can you give me the VB Script?

Highlighted
Platinum Super Contributor
Posts: 5,275
Country: USA

Re: Printing Out First Letter of Last Name

If this is a one-time event, it would be easy to export the contact list (customized with First and Last Name fields) to Excel, then use the 'LEFT' function within Excel to return the 1st character of the Last Name field... Here is a Microsoft article about the LEFT function:  http://office.microsoft.com/en-us/excel-help/left-leftb-functions-HP005209153.aspx

 

If this report will be produced on a regular on-going basis, you may want an actual ACT! report (as Roy describes).

Greg Martin
Sage
Highlighted
New Member
Posts: 10
Country: United States

Re: Printing Out First Letter of Last Name

Thanks Greg:  Since the referral lists update all the time with new clients, it would be preferable to have the VB script in ACT!   Would the LEFT function work in the ACT! report?  

Highlighted
Platinum Super Contributor
Posts: 5,275
Country: USA

Re: Printing Out First Letter of Last Name

No. The LEFT function is just an Excel function.
Greg Martin
Sage
Highlighted
New Member
Posts: 10
Country: United States

Re: Printing Out First Letter of Last Name

Greg:  Actually, it did work.  My custom field expression: FirstName1+" "+(LEFT(LastName1,1))+"."  produced first name, space, last initial followed by a period.  Thanks Roy and Greg for your help!

Highlighted
Platinum Super Contributor
Posts: 5,275
Country: USA

Re: Printing Out First Letter of Last Name

That's awesome! Thanks for providing the update!
Greg Martin
Sage