Account Settings Page

To access an account's settings page from an account record, click Account Settings. When the page appears, you can edit name, recognition, and donor login information. You can also check for duplicate accounts, delete and merge accounts, and add linked account roles on this page.

The Name Format field appears first so you can change it to an Individual, Family, or Business. This selection determines the rest of the name fields that appear on the page. For example, when you select "Individual," the First Name and Last name fields appear. When you edit the First Name, Middle Name, and Last name fields on this page, eTapestry does not automatically configure name values in the Account Name, Sort Name, and Recognition fields as it does when you add an account. It also does not display the pencil icon and Cancel Custom link beside the Account Name and Sort Name fields. To edit name values in these fields, you must manually enter the information. For more information about these fields, refer to Add account with Name Formats.