Constituent Record Settings

To ensure the names of individuals appear consistently for all users throughout the web view, such as on records and in lists, admins can set how to display them. For example, you can choose to show middle initials and suffixes and select the punctuation to use with them.

With Alumni Tracking, you can also choose to show class year as part of an individual's name.

Note: These settings affect all constituent records. We recommend you carefully consider changes before you make them, especially if you use third-party integrations.

Tip: To control how names appear in mailings and email messages, use name formats. For more information, see Name Formats

  1. From Control panel, Settings, select Constituent records.

  2. From Control panel, Settings, select Constituent records.

  3. Under Individual display name, select Edit.

  4. Choose which parts of a person’s name to include and the punctuation to use.

  5. Select Save.

    Note: Hang tight! It may take up to two and a half hours for Lists to reflect display name changes.

Tip: To display an organization's name, the web view uses the Organization name field from its record.