Monday, November 5, 2018

Concatenate 3 fields on the results of a Saved Search


To concatenate 3 fields on the results of a saved search, do the following:

1. Create a saved search, List > Search > Saved Searches > New.

2. You may select any search type, for this example select Customer.

3. Navigate to the Results tab and add the field "Formula (Text)" and enter the following as the value of the Formula:

Concat({firstname}, concat(concat(' ', {middlename}), concat(' ', {lastname})))

For this example, I concatenated First Name, Middle Name then Last Name so that it would show up on a single column.

You may also replace the said fields from the formula to create your own combinations.


  1. why Doesn't that work for EMPLOYEE

  2. you may need special permissions to handle the employee fields