Titles and Salutations

It is best to have a consistent way to enter names in eTapestry fields such as Account Name, Sort Name, Short Salutation, Long Salutation, and Envelope Salutation and in any user-defined fields such as Job Title or Company. While most organizations find their own preference for setting up titles and salutations, here are some common best practices that apply to most scenarios.

Tip: Use auto-generated configurations based on Name Format settings you select from Management, My Organization, Data Entry Rules to establish the name values that eTapestry defaults as you create an account. For more information, refer to Data Entry Rules.

Field Form Example 1 Example 2 Example 3
Account Name First + Middle or Maiden + Last + Suffix Robert M. Smith Larry & Nancy Davis Frances Miller Thompson
Short Salutation Nickname or First Bob Larry & Nancy Fran
Long Salutation Prefix + Last Mr. Smith Mr. & Mrs. Davis Mrs. Thompson
Envelope Salutation Prefix + First + Middle or Maiden + Last + Suffix Mr. Robert M. Smith Mr. & Mrs. Larry Davis Mrs. Frances Miller Thompson
Company        
Job Title        
Field Form Example 1 Example 2 Example 3
Account Name First + Middle or Maiden + Last + Suffix Kevin L. Williams Mary Ann Taylor Frances Miller Thompson
Short Salutation Nickname or First Kevin Mary Ann Fran
Long Salutation Prefix + Last Dr. Williams Mrs. Taylor Mrs. Thompson
Envelope Salutation Prefix + First + Middle or Maiden + Last + Suffix Dr. Kevin L. Willams Mrs. Mary Ann Taylor Mrs. Frances Miller Thompson
Company Business Name University of Illinois Greenwood Insurance Greenwood Insurance
Job Title Job Title Director of Admissions    
Field Form Example 1 Example 2
Account Name Name of Business Microsoft, Inc. Eastside Christian Center
Short Salutation Friends Friends Friends
Long Salutation Friends Friends Friends
Envelope Salutation      
Company Name of Business Microsoft, Inc. Eastside Christian Center
Job Title      

Note: Your organization may select to use a different general term instead of "Friends."

Field Form Example 1 Example 2
Account Name Name of Business Microsoft, Inc. United Life Foundation
Short Salutation Nickname or First Bill John
Long Salutation Prefix + Last Mr. Gates Mr. Henry
Envelope Salutation Prefix + First + Middle + Last + Suffix Mr. William Gates Mr. John A. Henry Sr.
Company Name of Business Microsoft, Inc. United Life Foundation
Job Title Job Title President Office Manager