Add Name Format Options Screen

The following table explains the items on the Add name format options screen. For information about how to access this screen, see Add Name Format Options.

Screen Item	Description
Name	Enter a unique name to identify the name format processing option.
Description	Enter a unique description to help identify the name format processing option, such as to explain when to select the option.
Addressee	On the Individuals tab, under Use formats defined on individual’s record, select the name format types from the individuals’ constituent records to use. In the Otherwise, use this format field, select the format to use if the selected name format is not defined. On the Organizations tab, under Use formats defined on contact’s record, select the name format types from the contacts’ constituent records to use. In the Otherwise, use this format field, select the format to use if the selected name format is not defined. On the Households and groups tab, under Use formats defined on primary member’s record, select the name format types from the primary members’ constituent records to use. In the Otherwise, use this format field, select the format to use if the selected name format is not defined.
Salutation	On the Individuals tab, under Use formats defined on individual’s record, select the name format types from the constituent records to use. In the Otherwise, use this format field, select the format to use if the selected name format is not defined. On the Organizations tab, select whether to use the organization’s name, the contact’s name, or another name to greet the contact in the correspondence. If you select Other name, enter the name to use in the Custom name field. On the Households and groups tab, select whether to use the group or household’s name, the primary member’s name, or another name to greet the contact in the correspondence. If you select "Other name," enter the name to use in the Custom name field.
Apply the following rule to all constituents	On the Joint name formats tab, to specify one constituent as the primary when a name format includes two spouses, select this option and select the constituent to consider the primary. Altru lists the primary constituent first in addressees and salutations for joint communications.
List constituents from the following selection first	To specify one constituent of two spouses as the primary when the constituent appears in a selection, select this option and select the selection of constituents to consider the primary. For example, if you select a selection of alumni from the class of 1980 and Wendy Hernandez is a member of that class, marketing efforts to her household would interpret a “<Constituent> and <Spouse>” name format as “Wendy and Robert Hernandez,” even if Robert is marked as primary for the household. If you select this option, select the constituent to consider the primary when both or neither spouse appears in the selection.