Hi all,
I've seen this issue at three different orgs so I'm posting here in hopes that someone has found a solution.
There is a segment of patrons who really care about their salutation - what they see on the envelope or postcard they receive. Some people don't want to see a prefix at all. Some people don't want their spouse on the label. There are many other scenarios.
Delivering on some of these preferences can be tough because "Gen Sal" so easily overrides the field based on A1 and A2 values. I would love to see a little "padlock" symbol next to Gen Sal that you can toggle on an off, but it doesn't exist.
Has anyone a good way to manage these accounts? For people that don't want their spouse to appear, we keep the spouse as an Adult Member but remove A2 - so that scenario is OK. But for many others, we don't have a solution.
Thanks in advance,Megan
Seattle Symphony
Adding my voice as well - the idea of being able to "lock" salutations in some way is really great!
We struggle with this constantly, both within our organization and on a larger level across our consortium (where we have many patrons who are shared among organizations).