I’ve made a really basic doc to show whats going on.
In my doc, I’m forced to have first and last names separated. We have a large external selection of names both in Xero and Harvest which are all in separate first + last name formats, as well as email contacts. So any attempt at keeping the data sync’d means I have no choice.
However, its causing a pain point.
We use the quick add ALL the time.
And it works great for things like adding new clients (see the demo gif below)
But because our name in coda is first+last name added together in a formula, you cant quick add on a lookup.
Makes sense, but there has to be a clever way around it (although I haven’t figured it out.
You could just say I should keep first and last names separate, but then how do people search for them (when our lists are more than 500 people long. The first + last name column together makes searching great… sometimes you know the first name, sometimes the second name!
See also this gif.
Has anyone else come up against this before? Or have a solution?