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Constituent Names
Occasionally, users 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.
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 John H. Smith, if users
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 users
update the constituent's label name to Mr. John Smith, the name on the primary
address will stay as John Smith.
Note: 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 Individual Name Edit or Company Name Edit screen
in CRM360.