Add a name format

1. From Marketing and Communications, select Name format options under Configuration. The Name Format Options page appears.

2. On the Name formats tab, select Add. The Add a name format screen appears.

3. In the Field column, select a name field to include in the name format.

4. To display the field as an initial only, select Show as initial. For example, instead of a constituent’s middle name, you can show only the middle initial. A period automatically follows each initial.

5. To remove the space following the field, select Remove next space. For example, if you include both first and middle names as initials, you can remove the space after the first name initial to get a name format similar to “W.H. Smith” instead of “W. H. Smith.”

6. To handle missing name fields, you can select Remove if previous or next entry is blank. With this option marked, the program checks the next field in the format. If no value is present for that field, the program removes the value of the field before it. For example, if the name format is “Mr. and Mrs. Smith,” you can select Remove if previous or next entry is blank for the text field “and.” This way, if there is not a spouse (and therefore no spouse title), the program leaves them out of the name format.

7. If the name format includes more than one constituent, select Joint name format. When you add name format options, on the Joint name formats tab, you can specify which person appears first when the name is built.

8. To add a text field for the format, select Add new text field. For example, to address a family as “The Smith Family," you can create text fields for “The” and “Family.” For more information about how to add text fields, see Text Fields for Name Formats.

   An example of the name format appears below the grid.

9. Select Save. You return to the Name formats tab.