How to Make a Rule that Fills in Blank Dear Fields When a Contact is Created
When you create a contact, this rule will add the first name to the dear field if you leave it blank. If you fill in the dear field yourself, this rule won’t activate.
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Go to the Customize workspace.
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Go to the Rules tab.
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Click Manage Rules to open the Rule Editor Interface.
Create the Rule
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Click Add Rule.
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Select Contact.
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Name the Rule “Dear”.
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Select Creation only. Click OK.
Add Criteria to the Rule
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Click Edit in the Criteria section.
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Click Add in the window that pops up.
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Click Select.
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Select Contact in the first column, then Dear in the second column. Then click OK.
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Set the Condition to unspecified.
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Click OK.
Add Actions to the Rule
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Click the Add button in the Actions section. Select Update Field.
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Type “Dear” into the Description. Then click Selectin the “Set value of” field.
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Select Contact in the first column, then Dear in the second column. Then click OK.
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Type FirstName in the To field. Click OK.
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