"Dear:" Salutation Query

Former Member
Former Member $organization

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?

 

 

Parents
  • Former Member
    Former Member $organization

    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.

Reply
  • Former Member
    Former Member $organization

    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.

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