Defining Individual Aliases

To edit an individual’s name; from the Background Information task category in CRM360, click Name Details.  The Individual Name Edit screen displays.

From the Alias section, perform the following:

1. Copy the existing Search Name in Personify.
2. Click Add to add a new row to the alias data grid.
3. Paste the search name as the name Alias.
4. Change the Name Details section if needed.
5. Click Save.