Account Fields
Address fields default to the country of your database. For example, when you use a United States database, the State/Province field appears. When you need to use international address fields, select fields from the Multi-Country Address Fields list under Available Fields. For example, if you use a United States database, but you have donors in the Netherlands, use address fields from that list to include address information specific to the Netherlands, such as Street Name and Building Number. For more information, refer to Multi-Country Address Fields.
Field Name | Description |
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Account Name | Displays the name value from the Account Name field for an account. |
Account Number | Displays the internal number assigned by eTapestry to accounts in your database. This number does NOT define how many accounts you have in eTapestry. |
Account Ref | Displays a unique number for each account that is stored in the backend of your eTapestry database. |
Address Lines | Displays the address where the owners of the account are located. |
Address Line 1 |
Displays the first line of the address block listed on the persona page. When you select this, the field separates this address line from the address block. |
Address Line 2 | Displays the second line of the address block listed on the persona page. When you select this, the field separates this address line from the address block. |
Address Line 3 | Displays the third line of the address block listed on the persona page. When you select this, the field separates this address line from the address block. |
Address Line 4 | Displays the fourth line of the address block listed on the persona page. When you select this, the field separates this address line from the address block. |
City | Displays the city of the address. |
Country | Displays the country of the address. |
Country Code | Displays the 2 letter ISO country code for the country of the address. |
County | Displays the county the address is located. |
Created By | Displays who created the account. |
Creation Date | Displays the date that the account was created. |
Creation Time | Displays the time that the account was created. |
Displays all email addresses that appear in the Email field. | |
Email (First Address) | Displays the first email address in the Email field. |
Envelope Salutation | Displays the mailing envelope salutation to use for the account. For example, "Mr. John Smith" may appear. |
First Name | Displays the first name for an individual account. |
Full Address with Country (Multi Line) | Displays the full address on multiple lines and also includes the country. The address format that displays is based on the country's standard address formatting. From Management, My Organization, when you select the Omit [your domestic country] for addresses in [your domestic country] when you use these merge fields checkbox from Preferences, your organization's default country does not appear in the address block. However, the country name continues to appear for international addresses. |
Full Address with Country (Single Line) | Displays the full address as a single line and also includes the country. From Management, My Organization, when you select the Omit [your domestic country] for addresses in [your domestic country] when you use these merge fields checkbox from Preferences, your organization's default country does not appear in the address block. However, the country name continues to appear for international addresses. |
Full Address without Country (Multi Line) | Displays the full address on multiple lines and excludes the country. The address format that displays is based on the country's standard address formatting. |
Full Address without Country (Single Line) | Displays the full address as a single line and excludes the country. |
Last Modified By | Displays the person who most recently modified the account to make changes. |
Last Modified Date | Displays the date the data was last modified. |
Last Modified Time | Displays the time the modifications were made. |
Last name | Displays the last name for an individual account. |
Last Opt Out Action | Displays information about what caused the most recent change to the persona opt out status. For example, if the persona opted out because the constituent clicked the opt out link in an email, this field states, "Opted out via email "[Email Subject]." If the persona opt out status was changed by a user in the database, this field states, "Opted Out by user [user ID]" or "Opt out removed by user [user ID]." |
Last Opt Out Change Date | Displays information about the date of the most recent change to the persona opt out status. If the persona opt out status has never been changed, then this field is blank. |
Login ID | Displays the login ID of the user or users. |
Long Salutation |
Displays the formal salutation to use for the account. For example, "Mr. Smith" may appear. |
Loyalty Rating | Displays the loyalty rating of each account included in the report. This field is part of the donor loyalty module. |
Middle Name | Displays the middle name for an individual account. |
Name Format | Displays Name Format (Individual, Family, or Business) for an account. |
Note | Displays the note information in the Note field on the Personas page of the account. |
Old Formatted Address | Displays whether or not the address is saved using the old eTapestry address format. If it uses the old address format, "Yes" displays. If not, "No" appears. |
Opted Out | Displays whether or not the persona is currently marked as opted out of receiving mass emails. If the persona is opted out, "Yes" displays. If not, "No" appears. |
Organization Name | Displays your organization's name. The value defaults from the Name field on the Personas tab from Management, My Organization. |
Persona Created By | Displays the user who created the persona. |
Persona Creation Date | This shows the date that the persona was created. |
Persona End Date | This shows the date at which the specific persona is invalid. |
Persona Last Modified Date | Displays the date when the persona was last modified. |
Persona Modified By | Displays the user who most recently modified the persona. |
Persona Start Date | Displays the date the contact information relative to the person’s status is effective. |
Persona Type | Displays the persona type that is marked as primary on the account. |
Postal Code | Displays the zip code. |
Primary Persona Type | Displays the persona type that is marked as primary on the account. |
Recognition | Displays the type constituent's recognition preference. |
Recognition Name | If different from the constituent or account name, displays the name the gift is tagged with. |
Short Salutation | Displays the informal salutation to use for the account. For example, "John" may appear. |
Sort Name | The sort name feature in eTapestry enables you to run alphabetical lists. When you want to report/export information, make sure to check sort name if you want an alphabetical list by last name. In most cases you should include the Last Name, First Name in your sort field on the persona page. |
State/Province |
Displays the state or province for the address. The available fields are based on the locale of your database. For example, if you have a United States database, the field returns a state. If you have a Canada database, the field returns a province. |
Suffix | Displays the suffix for an individual account. |
Title | Displays the title for an individual account. |
Web Page | Displays the web page URL address. |