If an account contains a couple or a married couple, we would like for the "Dear:" salutation to default to the wife's or lady's first name and then the husband's or gentleman's first name. We would like for the "Dear:" salutation to be personal and informal without Mr. and or Mrs. This is a request from our Development Department. Traditionally, most of our accounts for married couples have been set up with the husband's name first and then the wife's name in name 2. By default Mr. and Mrs. Last Name appear in the "Dear:" salutation upon creation, unless otherwise indicated. Can the default for the "Dear:" salutation be changed to reflect first name 2 first then first name 1 after, and if so how can we set it to pull what we would like? Has anyone else done a similar thing?
You can do that. You select the default salutation by constituent type in TR_CUST_TYPE table. You customize salutation formats in the TR_SALUTATION_FORMAT table. The fields for the Dear salutation are labeled LI. You can have three different LI formats: one for when there is only one name, one for when there are two names with the same last name, and one for when there are two names with different last names. The only challenge you might run into is that the formatting is based on whether a name is in N1 or N2, not gender. As long as the male and female names are always in the same fields (which names are in which fields doesn’t matter, just that you are consistent), you should be able to do what you want.
To read more about customizing salutation formats see the Appendix in the Constituent Records: Basic Features document:
http://www.tessituranetwork.com/~/media/Documentation/General/Constituent_Records_Basic_Features.ashx
I think you can edit this in system tables ->tr_salutation_format.
You can set up a new salutation in TR_SALUTATION_FORMAT. The second Single Name L1, second Double Name L1, and the second Same Name L1 all control the Dear salutation.
Once you have the salutation format that you want you would then make it the default salutation in TR_CUST_TYPE.
Thanks for the info. I really wasn't what all I needed to set up. Thanks this helps a lot.