document builder - need contact name not email address

Peggy

When using document builder, I am pulling a field that is a contact list column type.

when the program to build the document runs, it shows the email address instead of the contacts name.

How can I get the contact name to show on the document?

Itai Perez

Hi @Peggy

You can try creating a helper column that will pull the Name from a seperate sheet with a list of name and Email address. you can use Index(Match()) or Datamesh if you have access to it and use that field in the doc buider instead.

Paul Newcome

You can use a helper text/number type column and just use a basic cell reference.

=[Contact Column Name]@row

Peggy

I have 6 columns that are contact list that would require 6 helper text fields. bummer.

thanks for both the suggestions!