What does Validity consider a suffix?
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Wednesday
According to Google, suffixes can include professional designations like CPA, PMP, Esq., etc. I was hoping to use the formula ParseNameReturnSuffix(${Name}) to extract these designations from the Last Name field and place them in the Suffix field.
Can someone confirm whether professional designations are actually included in the criteria for suffix?
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Thursday - last edited Thursday
Hi @CRMSarah !
I tested CPA, PMP, ESQ and they all worked as expected with the formula. It doesn't capture all suffixes in all sectors, but has the most common. I'm going to see if I can get a list. I also was able to create a custom formula if you find that the preinstalled formula is not capturing all the ones you want.
IF(
OR(
LOWER(RIGHT(TRIM(${Name}), 3)) = " jr",
LOWER(RIGHT(TRIM(${Name}), 4)) = " jr.",
LOWER(RIGHT(TRIM(${Name}), 3)) = " sr",
LOWER(RIGHT(TRIM(${Name}), 4)) = " sr.",
LOWER(RIGHT(TRIM(${Name}), 3)) = " ii",
LOWER(RIGHT(TRIM(${Name}), 4)) = " iii",
LOWER(RIGHT(TRIM(${Name}), 3)) = " iv",
LOWER(RIGHT(TRIM(${Name}), 3)) = " md",
LOWER(RIGHT(TRIM(${Name}), 4)) = " phd",
LOWER(RIGHT(TRIM(${Name}), 3)) = " jd",
LOWER(RIGHT(TRIM(${Name}), 4)) = " jd.",
LOWER(RIGHT(TRIM(${Name}), 4)) = " dds",
LOWER(RIGHT(TRIM(${Name}), 4)) = " edd",
LOWER(RIGHT(TRIM(${Name}), 4)) = " mba",
LOWER(RIGHT(TRIM(${Name}), 4)) = " cpa",
LOWER(RIGHT(TRIM(${Name}), 4)) = " cfa",
LOWER(RIGHT(TRIM(${Name}), 5)) = " cissp",
LOWER(RIGHT(TRIM(${Name}), 4)) = " pmp",
LOWER(RIGHT(TRIM(${Name}), 4)) = " cfp",
LOWER(RIGHT(TRIM(${Name}), 4)) = " esq",
LOWER(RIGHT(TRIM(${Name}), 5)) = " esq.",
LOWER(RIGHT(TRIM(${Name}), 3)) = " pe",
LOWER(RIGHT(TRIM(${Name}), 3)) = " rn",
LOWER(RIGHT(TRIM(${Name}), 3)) = " np",
LOWER(RIGHT(TRIM(${Name}), 5)) = " arnp",
LOWER(RIGHT(TRIM(${Name}), 3)) = " do",
LOWER(RIGHT(TRIM(${Name}), 3)) = " pa",
LOWER(RIGHT(TRIM(${Name}), 3)) = " ma",
LOWER(RIGHT(TRIM(${Name}), 3)) = " ms",
LOWER(RIGHT(TRIM(${Name}), 3)) = " ba",
LOWER(RIGHT(TRIM(${Name}), 3)) = " bs"
),
IF(
OR(LOWER(RIGHT(TRIM(${Name}), 3)) = " jr", LOWER(RIGHT(TRIM(${Name}), 4)) = " jr."),
"Jr.",
IF(
OR(LOWER(RIGHT(TRIM(${Name}), 3)) = " sr", LOWER(RIGHT(TRIM(${Name}), 4)) = " sr."),
"Sr.",
IF(
LOWER(RIGHT(TRIM(${Name}), 3)) = " ii",
"II",
IF(
LOWER(RIGHT(TRIM(${Name}), 4)) = " iii",
"III",
IF(
LOWER(RIGHT(TRIM(${Name}), 3)) = " iv",
"IV",
IF(
LOWER(RIGHT(TRIM(${Name}), 4)) = " phd",
"PhD",
IF(
LOWER(RIGHT(TRIM(${Name}), 3)) = " md",
"MD",
IF(
OR(LOWER(RIGHT(TRIM(${Name}), 3)) = " jd", LOWER(RIGHT(TRIM(${Name}), 4)) = " jd."),
"JD",
IF(
LOWER(RIGHT(TRIM(${Name}), 4)) = " dds",
"DDS",
IF(
LOWER(RIGHT(TRIM(${Name}), 4)) = " edd",
"EdD",
IF(
LOWER(RIGHT(TRIM(${Name}), 4)) = " mba",
"MBA",
IF(
LOWER(RIGHT(TRIM(${Name}), 4)) = " cpa",
"CPA",
IF(
LOWER(RIGHT(TRIM(${Name}), 4)) = " cfa",
"CFA",
IF(
LOWER(RIGHT(TRIM(${Name}), 5)) = " cissp",
"CISSP",
IF(
LOWER(RIGHT(TRIM(${Name}), 4)) = " pmp",
"PMP",
IF(
LOWER(RIGHT(TRIM(${Name}), 4)) = " cfp",
"CFP",
IF(
OR(LOWER(RIGHT(TRIM(${Name}), 4)) = " esq", LOWER(RIGHT(TRIM(${Name}), 5)) = " esq."),
"Esq.",
IF(
LOWER(RIGHT(TRIM(${Name}), 3)) = " pe",
"PE",
IF(
LOWER(RIGHT(TRIM(${Name}), 3)) = " rn",
"RN",
IF(
LOWER(RIGHT(TRIM(${Name}), 3)) = " np",
"NP",
IF(
LOWER(RIGHT(TRIM(${Name}), 5)) = " arnp",
"ARNP",
IF(
LOWER(RIGHT(TRIM(${Name}), 3)) = " do",
"DO",
IF(
LOWER(RIGHT(TRIM(${Name}), 3)) = " pa",
"PA",
IF(
LOWER(RIGHT(TRIM(${Name}), 3)) = " ma",
"MA",
IF(
LOWER(RIGHT(TRIM(${Name}), 3)) = " ms",
"MS",
IF(
LOWER(RIGHT(TRIM(${Name}), 3)) = " ba",
"BA",
IF(
LOWER(RIGHT(TRIM(${Name}), 3)) = " bs",
"BS",
""
)
)
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),
${Suffix}
)Best,
Sr. Customer Success Manager
Validity
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Thursday
Holy cow - Thanks Anthony! Can you test the formula provided through DemandTools (ParseNameReturnSuffix(${Name})) on the last name "McPadden"? ๐
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Thursday
Hi Sarah,
My pleasure! I just tested (ParseNameReturnSuffix(${Name})) and it returned nothing into the suffix field. Are you seeing something different?
Best,
Sr. Customer Success Manager
Validity
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Thursday
Hey @CRMSarah ,
I like this formula better by the way if you're going to be using a custom one:
IF(
${Suffix} <> "",
${Suffix},
IF(
RIGHT(LOWER(TRIM(RegExReplace(${Name}, "[^a-zA-Z ]", ""))), 3) = " jr",
"Jr.",
IF(
RIGHT(LOWER(TRIM(RegExReplace(${Name}, "[^a-zA-Z ]", ""))), 3) = " sr",
"Sr.",
IF(
RIGHT(LOWER(TRIM(RegExReplace(${Name}, "[^a-zA-Z ]", ""))), 3) = " ii",
"II",
IF(
RIGHT(LOWER(TRIM(RegExReplace(${Name}, "[^a-zA-Z ]", ""))), 4) = " iii",
"III",
IF(
RIGHT(LOWER(TRIM(RegExReplace(${Name}, "[^a-zA-Z ]", ""))), 3) = " iv",
"IV",
IF(
RIGHT(LOWER(TRIM(RegExReplace(${Name}, "[^a-zA-Z ]", ""))), 4) = " phd",
"PhD",
IF(
RIGHT(LOWER(TRIM(RegExReplace(${Name}, "[^a-zA-Z ]", ""))), 3) = " md",
"MD",
IF(
RIGHT(LOWER(TRIM(RegExReplace(${Name}, "[^a-zA-Z ]", ""))), 3) = " jd",
"JD",
IF(
RIGHT(LOWER(TRIM(RegExReplace(${Name}, "[^a-zA-Z ]", ""))), 4) = " dds",
"DDS",
IF(
RIGHT(LOWER(TRIM(RegExReplace(${Name}, "[^a-zA-Z ]", ""))), 4) = " edd",
"EdD",
IF(
RIGHT(LOWER(TRIM(RegExReplace(${Name}, "[^a-zA-Z ]", ""))), 4) = " mba",
"MBA",
IF(
RIGHT(LOWER(TRIM(RegExReplace(${Name}, "[^a-zA-Z ]", ""))), 4) = " cpa",
"CPA",
IF(
RIGHT(LOWER(TRIM(RegExReplace(${Name}, "[^a-zA-Z ]", ""))), 4) = " pmp",
"PMP",
""
)
)
)
)
)
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)
This one will also strip special characters while checking for a suffix. For instance, J-R will become Jr. I condensed it a bit too.
Thanks,
Sr. Customer Success Manager
Validity
