Using the Salutations section of the Individual Name Edit 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".
· 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 define an individual's salutations:
1. From
the Background Information task category in CRM360, click Name
Details.
The Individual Name Edit screen displays, as shown below.
2. From the Standard Salutations section, perform the following:
a. Click Add.
b. Select
the Salutation Type from the drop-down menu.
Values are populated based on the non-fixed CUS "CUS_SALUTATION"
system type.
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.