Constituent Salutations
Using the Salutations section of the Individual Name Edit
screen, users 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.”
1.
To define an individual’s salutations; from the Background Information
task category in CRM360, click Name Details. The
Individual Name Edit screen displays.
2. From the
Standard Salutations section, perform the following:
a. Click Add.
b. Select the Salutation Type from the drop-down menu.
c. Enter the Salutation name to be used on mailings, invoices, and
notifications.
d. Check the Default checkbox if this is the default salutation to
be used on all mailings, invoices, and notifications. Only one salutation can
be selected as the default.
e. Click Save.
