document builder - need contact name not email address

Peggy
Peggy ✭✭✭✭✭
edited 09/11/24 in Add Ons and Integrations

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?

Answers

  • Itai
    Itai ✭✭✭✭✭✭

    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.

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  • Paul Newcome
    Paul Newcome ✭✭✭✭✭✭

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

    =[Contact Column Name]@row

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  • Peggy
    Peggy ✭✭✭✭✭

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

    thanks for both the suggestions!