Add a name format for a constituent
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1.
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Open the record of the constituent with the name format to add. For information about how to open a constituent record, see Constituent Search. |
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2.
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For an individual constituent, select the Personal Info tab. Then click Personal. |
For an organization constituent, select the Organization Info tab. Then click Organization.
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3.
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Under Name formats, click Add on the action bar. The Add name format screen appears. |
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4.
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Select the type of name format to add such as Formal Addressee or Informal Salutation. |
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5.
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Select whether to use an automatically formatted name or a custom name format. |
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To use an automatically formatted name, select the format in the grid and click Select. |
The Format field displays the order of the elements in the selected name format. The Result field displays how the constituent’s name appears with that format.
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To create a custom name format, select <Custom> in the grid and, under Result, enter how to display the constituent’s name. |
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6.
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If the constituent requests to be addressed with this format on a regular basis, select Primary addressee. |
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7.
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If the constituent requests to be greeted with this format on a regular basis, select Primary salutation. |
Note: A constituent can have only one primary addressee and primary salutation. When you include the constituent in communication, the program automatically uses the primary addressee and salutation.
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8.
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Click Save. You return to the Personal or Organization tab. |