Names

On the record of an individual or organization, such as a constituent (or related individual or organization), you can track how you refer to them in the program or during personal interactions. Since how you address a constituent can be their first impression of your organization, be sure to spell their name correctly and track their preferences to ensure positive relationships and polite, well-received interactions.

Tip: When you search for an individual, you can use their preferred name, former name, or alias to find them. For more information, seeSearch for Constituents.

To update the name of an individual or organization to reflect any changes or preferences, select Edit, Name on their record.

Tip: To manage how a constituent's name appears in communications such as mailings or email, seeName Formats.