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.
and you may have just saved my sanity, thank you!
One more question, where can I change letter salutation format? What's the table header called for that one? Or better yet where I can find what the headers belong to? I'm making my own salutation formats by copying, but I don't know code, so it's a shot in the dark for me to pick the right column to update.
The documentation page for TR_SALUTATION_FORMAT shows how all the codes in that table work. Households with only an A1 use the Single Name columns, households where A1 and A2 have different last names use the Double Name columns, and Households where A1 and A2 have the same last name use the Same Name columns. So if you are seeing the household blank out, check Single Name Group, Double Name Group, and Same Name Group for the Informal row.
Individuals and Organizations only use the Single Name columns.
Thank you!!! I just figured out the codes, they are pretty straightforward so I think I've got it. I really appreciate your help!
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.
ok, I do not feel so bad now!!! LOL!
For anyone who knows this ...
I successfully set up a bunch of gen sal for our use, but one thing eludes me. For people with suffixes, how do I get the comma in before the suffix? I see that I can add it, but it puts the comma on everyone, even if they don't have a suffix. Do you guys build the comma in your suffix table? That's what I'm used to in RE.
Thank you again :)
Any text within the token brackets is included in the salutation if the token contains data. Any text outside of brackets is always included. So if you build your suffix token as <, 'S1'> then it will only show the comma (and space )if a suffix exists.
well don't I feel silly, again! lol
Thank you, again!