Insert Surname Field to the General Assignment

Aug 6th, 2022
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How to Insert Surname Field to the General Assignment

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hello and welcome to our serenade video in this video we will show you how to move custom fields to the general info page of the client profile in doing so you can have a single page not only listing general info sections but important custom Fields as well let us log into the caseworker portal now before we start it is important to note that we will use already created custom Fields if you need assistance on how to create a custom field on the description of this video we have a link to a video showing you how also in order to create custom fields and move them to the general info page you must have access to the admin tools from the home page let us go to the admin tools to do so hover over the settings icon on the top right and proceed to click on administrative tools once in the admin tools go to the client custom fields once inside the client custom Fields you will see a new area on the right titled system client custom fields if clicked it will expand to Fields categories and gen

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Select the Cell D2, write the formula =RIGHT(A2,LEN(A2)-SEARCH( ,A2,SEARCH( ,A2,SEARCH( ,A2)+1))) It will return the last name from the cell A2. To Copy the formula in all cells press key CTRL + C and select the cell D3 to D6 and press key CTRL + V on your keyboard.
0:46 7:01 How to Extract Last Name in Excel (3 Easy Ways) | No Formula Used YouTube Start of suggested clip End of suggested clip Group you click on find and select and then click on replace. Now in the find and replace dialog boxMoreGroup you click on find and select and then click on replace. Now in the find and replace dialog box i want to find the last space character and remove everything before it stream.
To combine first and last names, use the CONCATENATE function or the ampersand () operator. Important: In Excel 2016, Excel Mobile, and Excel for the web, this function has been replaced with the CONCAT function.
If you want to personalize a document by including your recipients first names, insert the FirstName merge field on its own. Click or tap where you want the merge field. Choose the down-arrow under Insert Merge Field, and select a field. If you dont see your field name in the list, choose Insert Merge Field.
Navigate to the location in the Word document where you want to insert a field. Click the Insert tab in the Ribbon and then click Quick Parts in the Text group. Select Field. In the list of Field names on the left, select DocProperty. Under Field properties, select a property name.
Add name, address, and other fields in your database through Merge Fields. Go to Mailings Insert Merge Field and select the field you want to add. Continue adding fields until youve added all the information you want on your letter. Choose OK.
0:52 4:41 How to Combine First and Last Name in Excel - YouTube YouTube Start of suggested clip End of suggested clip We begin first choose the location where the merged full name should appear. Click on the selectedMoreWe begin first choose the location where the merged full name should appear. Click on the selected cell will click on the cell d3. Here. Then click up here on the button F which serves to insert a
0:00 1:56 Combine First and Last Name Fields in Excel - YouTube YouTube Start of suggested clip End of suggested clip And so there you have the name combined. So to continue down the list what you do is you put yourMoreAnd so there you have the name combined. So to continue down the list what you do is you put your your cursor over the bottom right-hand corner to fill handle. And you double click to fill the line.

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