Enhanced Name Splitting Logic

In Talisma, the name of a Contact or Lead is split based on the name splitting logic. There are two types of name splitting logic: default name splitting logic and enhanced name splitting logic.

Default Name Splitting Logic

The first word of the Name Property becomes the first name, the second word becomes the middle name, and the rest of the words become the last name.

For example, Victor Hugo Dos Santos Bazoli Rodrigues is split in such a way that Victor is the first name, Hugo is the middle name, and Dos Santos Bazoli Rodrigues is the last name. This is the default behavior.

Enhanced Name Splitting Logic

The first word of the Name Property becomes the first name, the last word becomes the last name, and the words between the first and last words become the middle name.

For example, Victor Hugo Dos Santos Bazoli Rodrigues is split in such a way that Victor is the first name, Hugo Dos Santos Bazoli is the middle name, and Rodrigues is the last name.

This logic is applicable to the Contact and Lead items created or updated using Talisma Client, Talisma Web Client, Talisma Web Forms, the Data Management Utility, Talisma Chat, Talisma iServices, and Talisma Rules.

The enhanced name splitting logic splits the value in the Name Property as follows:

•   If the Name Property has one word, the word becomes the first name.

•   If the Name Property has two words, first word becomes the first name and the second word becomes the last name.

•   If the Name Property has three or more words, first word becomes the first name, the last word becomes the last name, and the words between the first and last words become the middle name.

If the User types values in the First name, Middle name, and Last name fields in the Contact or Lead window, the values are concatenated and displayed in the Name field.

To enable the enhanced name splitting logic in Talisma, your administrator must set the Enable the enhanced name splitting logic global option to Yes. For more information, see Talisma Business Administrator Help.

Usage Scenario for Enhanced Name Splitting Logic

This section describes a scenario where a Lead is created and updated in Talisma Client. The following assumptions are made in the scenarios:

•   Alan Blakes is an Admission Advisor at WorldWaves University.

•   The Enable the enhanced name splitting logic global option is set to Yes in Talisma Business Administrator.

•   The data provided in the scenario does not get resolved to any Object items available in Talisma. As a result, a new Object item is always created.

Alan opens the New Lead window to create a Lead. In the Name field, Alan types Ana Paula Freitas Pinho Correia da Silva and fills in the mandatory Properties. When Alan saves the information, the following Lead is created in Talisma:

Lead ID: 115

Name: Ana Paula Freitas Pinho Correia da Silva

First name: Ana

Middle name: Paula Freitas Pinho Correia da

Last name: Silva

Later, Alan opens Lead 115 and updates the Name Property to Ana Paula Freitas Pinho Correia. When Alan saves the information, the Lead information is updated as follows:

Lead ID: 115

Name: Ana Paula Freitas Pinho Correia

First name: Ana

Middle name: Paula Freitas Pinho

Last name: Correia