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.
At the top of a record, the full name of the individual or organization name appears. For an individual, this typically includes their first name, middle initial, and last name, as well as any titles or suffixes they may have — such as Dr. or Jr., respectively. On other records and in lists or search results, an individual appears as their first name, middle initial, and last name.
Tip: In the database view, you can set up the available titles and suffixes from the Titles and Suffixes categories in Tables under Configuration.
To help further identify an individual and personalize interactions, their preferred name is an informal name they would rather go by. On the individual's record, their preferred name appears under their full name.
Note: In the database view, preferred names are called nicknames.
Former names include any name an individual previously went by, such as before a name change or getting married.
Note: In the database view, former names are called maiden names.
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.