Viewing and Updating a Constituent's Name Information Paige Freeman May 19, 2023 15:37 Updated From the Name Information screen, you can view name information for the selected constituent. Occasionally, you may need to change the name information for a constituent record. Examples of this may be correcting a typo or adding “Inc.” to the company record name. You must belong to a security group with at least VIEW permission to the CRM360.CompanyNameInfo and CRM360.CustomerNameInfo applications in order to view this screen for company and individual constituents. Additionally, you must belong to a security group with at least VIEW permission to the CRM360.CustomerAlias application in order to view the Alias section and to the CRM360.CustomerSalutation application in order to view the Salutation section. Changing name of an individual or company will also update the name on the primary address ONLY if the names matched to begin with. For example, if the Formatted Label Name of a customer is John H. Smith and the name on the primary address of the constituent is also John H. Smith, if you update the constituent's label name to John Smith, the name on the primary address will also update to John Smith. However, if the constituent's label name is John H. Smith and the name on the primary address is John Smith, if you update the constituent's label name to Mr. John Smith, the name on the primary address will stay as John Smith. Updating the name on the primary address will NOT update the name on the constituent. Formal changes to a name should be made via the Name Information screen. To access the Name Information screen, select Name Information from the Profile Info tab. The Name Information screen will display. From the Name Information screen, the following sections display: Name Information Salutations Aliases Name Information The first section of the screen displays the user's Prefix, First Name, Middle Name, Suffix, Last Name, Nickname, and Credentials, if applicable. To edit the information shown, select the pencil icon in the upper right corner of the screen. The Edit Name Information screen will display, as shown below. Screen Element Description Prefix Displays the prefix of the constituent. Options in the drop-down are populated based on the non-fixed codes defined for the CUS "NAME_PREFIX" system type. First Name Displays the first name of the constituent. Defaults to whatever was entered when the constituent was created. Changes to this name can be made as necessary. Middle Name Displays the middle name of the constituent. Defaults to whatever was entered when the constituent was created. Changes to this name can be made as necessary. Last Name Displays the last name of the constituent. Defaults to whatever was entered when the constituent was created. Changes to this name can be made as necessary. Suffix Displays the suffix of the constituent. Options in the drop-down are populated based on the non-fixed codes defined for the CUS "NAME_SUFFIX" system type. Nickname Displays the nickname of the constituent. Defaults to the First Name. Changes to this name can be made as necessary. Maiden Name Displays the maiden name of the constituent. This field is available for YMCA & JCC clients only. Credentials Displays the credentials of the constituent. Salutations Using the Salutations section of the Name Information screen, you can add standard salutations for the customer to use. The salutation options include the following: Formal This salutation is created automatically by the system when the constituent is created. If the constituent has a gender defined on the Demographics screen, the formal salutation will default to "[Prefix] [Last Name]". For example, if constituent John Smith has a Gender of "Male", the formal salutation would be "Mr Smith". If the constituent does NOT have a gender defined, the formal salutation will default to [First Name][Last Name]. Informal This salutation is created automatically by the system when the constituent is created and defaults to the constituent's [First Name]. For example, John Smith's information salutation would be "John". Family This salutation is created automatically by the system when the constituent is created and defaults to "Family of [First Name][Last Name]". For example, John Smith's family salutation would be "Family of John Smith". Formal Spouse If a spouse has been defined for the constituent in the "Spouse First Name" field on the Demographics screen, the system will automatically create the formal spouse salutation as "Mrs. [Last Name]". For example, if the Spouse First Name field is defined for John Smith's, the formal spouse salutation would be "Mrs. Smith". As of 7.5.0, if the constituent's prefix is "Dr.", the formal spouse salutation will be "Dr. [Last Name]". Informal Spouse If a spouse has been defined for the constituent in the "Spouse First Name" field on the Demographics screen, the system will automatically create the formal spouse salutation as "[Spouse First Name]". For example, if John Smith's Spouse First Name is "Jane", the informal spouse would be "Jane". Formal with Spouse As of 7.4.2, if a husband/wife relationships has been defined on the Relationships screen, the system will automatically create the formal with spouse salutation as "[Prefix] and Mrs. [First Name][Last Name]". For example, if John Smith has a husband/wife relationship defined, the formal with spouse salutation would be "Mr. and Mrs. John Smith". Informal with Spouse As of 7.4.2, if a husband/wife relationships has been defined and the Spouse First Name field has been defined on the Relationships screen, the system will automatically create the informal with spouse salutation as "[husband First Name] and [Spouse First Name][Last Name]. For example, if the Spouse First Name of "Jane" is defined for a husband/wife relationship with John Smith, the informal with spouse salutation would be "John and Jane Smith". These salutations display on mass email exports (such as FND630 and MKT800), printed acknowledgement letters (such as ORD660), notifications, and duplicate merges (CUS595). Salutations can only be created for individual constituent records. To make changes to an existing salutation, click the pencil icon next to the corresponding salutation in the grid. The Edit Salutation screen will display, as shown below. To add a new salutation, click the New Salutation link at the top of the grid. The Add New Salutation screen will display, as shown below. To delete a salutation, select the additional options icon next to the corresponding record in the grid and select Delete. Screen Element Description Type Displays the type of salutation for the salutation record. Salutation Displays the salutation value for the salutation record. Default Indicates if the salutation record is the default salutation. Aliases The Alias section of the Name Information screen lets you define search name aliases. This feature involves professional and married names and deals with companies that change their names or use acronyms. To retrieve the record using an acronym, you need to add it as an alias for the customer. The Aliases grid will display any aliases defined for the constituent. To add a new alias, click the New Alias link from the upper right of the grid. The Add New Alias screen will display, as shown below. To delete an alias, select the additional options icon next to the corresponding record in the grid and select Delete. Screen Element Description Search Name Displays the search name value for the alias record. Alias Code Displays the type of alias for the alias record. Values are populated based on the non-fixed CUS "ALIAS" system type.