Edit a name format for a constituent

1. Open the record of the constituent with the name format to edit. For information about how to open a constituent record, see .
2. For an individual constituent, select the Personal Info tab. Then click Personal.

For an organization constituent, select the Organization info tab. Then click Organization.

3. Under Name formats, select the name format to edit.
4. On the action bar, click Edit. The Edit name format screen appears. The items on this screen are the same as the Add name format screen. For information about the items on this screen, see .
5. Edit the name format as necessary.
6. Click Save. You return to the Person or Organization tab.

 

 

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