How is Borrower1FormattedName configured? Can it be adjusted?
For my reports it is only display the borrowers first and last name. I expected it to include borrower company name but I'm not seeing that?
BorrowerFormattedName
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wtech_josh
- Site Admin
- Posts: 102
- Joined: Tue Jul 30, 2019 7:17 pm
Re: BorrowerFormattedName
BorrowerFormattedName will either be the name or the company. If there's only a company, no first and last, then the company is displayed. If there's a name and no company, then the name is displayed. If both are present, there's a checkbox on the Portfolio > Portfolio Settings > General tab > "Show borrower's company instead of first/last when present" that tells Moneylender which one to display.
If you want all three pieces of information, you'll need to use the individual tags for first, middle, last names and company.
If you want all three pieces of information, you'll need to use the individual tags for first, middle, last names and company.