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.
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.
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 Individual Name Edit or
Company Name Edit screen in CRM360.
The Formatted Label Name displayed at the top of the Individual Name Edit screen is comprised of the Prefix, First Name, Middle Name, Last Name, and Suffix fields. This label name is displayed in the header at the top of the CRM360 screen.
To define an individual's name edits:
1. From
the Background Information task category in CRM360, click Name
Details.
The Individual Name Edit screen displays, as shown below.
2. Select whether or not to Include in Online Directory.
3. From the Name Components section, perform the following:
a. Select
the Prefix from the drop-down,
if necessary.
Options in the drop-down are populated based on the codes defined for the
non-fixed CUS "NAME_PREFIX" system type.
b. The First Name, Middle Name, and Last Name defaults to whatever was entered when the constituent was created. Changes these names as necessary.
c. Select
the Suffix from the drop-down,
if necessary.
Options in the drop-down are populated based on the codes defined for the
non-fixed CUS "NAME_SUFFIX" system type.
d. Click
the Credentials link to
open the Credentials Chooser to select the constituent's credentials.
Check the checkbox next the appropriate credential(s) and click Select.
Options in the grid are populated based on the codes defined for the non-fixed
CUS "CREDENTIALS" system type.
e. The Description field automatically populates based on the selected credential(s) and cannot be changed.
f. The constituent's Nickname defaults to the First Name. Change this if necessary.
The
constituent's nickname will display in the CRM360 header in parentheses
after the constituent's formatted label name, as highlighted below.
4. The
Formal Salutation defaults to the constituent's First Name and
Last Name. Change this if necessary.
The formal salutation also displays in the Standard
Salutations section below.
5. The
Informal Salutation defaults to the
constituent's First Name. Change this if necessary.
The informal salutation also displays in the Standard
Salutations section below.
6. If
you made any changes to the First Name or Last Name fields, click Reset Salutations to update the
Formal Salutation and Informal Salutation accordingly.
Please note that clicking this button will NOT update the salutations in
the Standard Salutations section until you click Save.
7. Click
Save.
For more information on the Standard Salutations section, please see Defining
a Constituent's Salutations in CRM360. For more information on the
Alias section, please see Defining
a Constituent's Aliases in CRM360.
The Formatted Customer Label Name displayed at the top of the Company Name Edit screen is comprised of the Company and Prefix fields. This label name is displayed at the top of the Customer Central screen.
To define a company’s name details:
1. From the Background Information task
category in CRM360,
click Name Details.
The Company Name Edit screen displays, as shown below.
2. If necessary, change the Company name.
3. Enter a Prefix, if necessary.
4. Click
Save.
For more information on the Alias section, please see Defining
a Constituent's Aliases in CRM360.