Mailing Name Edits...

  • 1
  • Idea
  • Updated 9 years ago
  • Implemented
When we change the spouse name in the family information screen, the mailing name is not updated to reflect the new spouse name. We believe that when you make an edit on the family name screen, the changes should be also in the mailing name. Thank you.
Photo of Rashida Henry

Rashida Henry

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  • aggravated...

Posted 9 years ago

  • 1
Photo of Paul Goldsworthy

Paul Goldsworthy, Product Owner

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The program is designed to automatically update the mailing name, formal salutation, and informal salutation whenever the name parts (first, last, title, spouse, etc.) are changed.

The exception to this rule would be if you have previously made a change to the mailing name, indicating that you prefer to use something other than the normal default, then the program does NOT make the change automatically. If you have made this change two asterisks appear before the name **.

Click the recalculate button to return the program to the normal default and allow the program update the field automatically.

In addition to these 3 fields there are also many other formatted name possibilities that may better serve your needs under different circumstances.

Fam Name Format 1 ( Mr. & Mrs. John Smith, Jr.)
Fam Name Format 2 ( Mr. & Mrs. John & Mary Smith, Jr.)
Fam Name Format 3 ( SMITH, JR., John & Mary)
Fam Name Format 4 ( Mr. & Mrs. Smith)
Fam Name Format 5 (first name)
Fam Name Format 6 (spouse name)
Fam Name Format 7 ( Smith, Jr.)
Fam Name Format 8 ( Mr. & Mrs.)
Fam Name Format 9 ( John & Mary)
Fam Name Format 10 (nickname of head)
Fam Name Format 11 (nickname of spouse)
Fam Name Format 12 ( Jack & Dot)
Fam Name Format 13 ( John & Mary Smith, Jr.)

There are also Name Formats available in the member tables.