Many of our new accounts get set up on the web, and get entered as "John Smith" rather than "Mr. John Smith".
We would like the "Dear" salutation to default to "John" if there is no title, but "Mr. Smith" if there is a title. I've studied up on the documentation for TR_SALUTATION_FORMAT, but haven't found a way to do this. Am I missing something, or has someone come up with a way to make this happen?
Jane,
I don't think it's possible to put in IF/THEN logic in TR_SALUTATION_FORMAT. You could write a custom database job to do this update or possibly force the title field to be required on the website. I know there are some customer service arguments against doing this.
Short of that, it's probably going to be a manual review of new accounts. We do this on all new accounts as well for both web and user entered records. We check the whole general tab for formatting issues and update them by hand. It's a big job (we have a full time data integrity specialist who is responsible for all the records in the consortium) but it gives us much more consistency in our customer records.
- Levi