Add Name Formats for a Constituent

When you add a constituent, you can add multiple addressees and salutations to use in communications with a constituent. For an individual, select the Personal Info Tab and then click Personal. For an Organization, select the Organization Info tab and then click Organization. Under Name Formats, you can also designate a name format as the primary addressee or salutation. The primary addressee is how the constituent requests to typically be addressed, such as on envelopes and labels. An address is often formal, such as Ms. Joan Johnson or Mr. Thomas F. Stewart. The primary salutation is how the constituent requests to typically be greeted in communication and can be formal or informal. For example, you may greet Mr. Thomas F. Stewart as Thomas Stewart or Tom.

Tip: To save time, you can configure default name formats in Marketing and Communications Configuration. You can specify which name formats to add automatically to new constituent records and choose which formats to use as the default Primary addressee and Primary salutation.

Add a name format for a constituent

 

 

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