Given the volume of correspondence being generated during the current crisis, salutations have become an issue and we were wondering if someone could shed some light on the following, The documentation states "Salutation fields are generated using the default formats for the current constituent type" but what/where is the default format. We have 8 salutation formats in the table TR_SALUTATION_FORMAT, does it use one of these? Presumably when GEN SAL is pressed (without selecting a specific salutation format), this is also using the default.
Thanks
Carole
Hi Carole! The default salutation format for a constituent type is defined in TR_CUST_TYPE in the Default Salutation column.
I'm looking for information on this as well. I'm in the TR-CUST_TYPE, but it's not giving me what I'm looking for. When I'm in HH or individual records and click the Gen Sal button I want to see what all of those defaults are and update them to the preferred. So some default to first and last name, some Mr/Ms with last name. Where can I find this?
TR_SALUTATION_FORMAT defines the defaults.
Have you tried right-clicking on the Gen Sal button to see all the salutation formats?
I feel like a moron. Sure didn't - nobody uses gen sal at all here and I've been training myself, so started using it for my own sanity, but it never occurred to me to right click. Good grief. Is there a way to reset the default? or update the Household name if I choose "informal" under Gen Sal on general tab? Right now it erases it.
I've been using Tessitura for seven years and just learned you could right-click the Gen Sal button. Incredible!
Same
I've got many years as well. I also did not know. One of those "hidden" "easter egg" features.