Name Formats

Name formats are used throughout the system as a way to let you choose how to address each constituent. For example, for some correspondence it might be more appropriate to use formal salutations, while for others you would use informal salutations. While the program provides many common name formats, you can also build new ones to suit your organization.

You can also specify which name formats to use as the default Primary salutation and Primary addressee on new constituent records. You can edit the order of name formats so that ones you use most often appear at the top of the list and are more accessible.

You can specify which name formats to use as defaults when new constituent records are added to the database. Default name formats appear automatically on the Personal Info tab of new constituent records. You can also select which name formats to use as the default for the Primary addressee or Primary salutation.