Good morning -
We recently updated a student's first name on their constituent record. I changed it on the general tab, I created an alias for "former name", I double checked that the new/correct name is listed on the relationship tab, and I confirmed that the initiator and recipient on their academy tuition orders is appearing as the new/correct name. It appears correctly everywhere on the record, the only place where the old name appears is in the former name alias.
But I created a dashboard for student rosters, and it exported the student's old name. The criteria I used is "recipient sort name", and on the order in the record the recipient name is correct. So why is analytics returning the old name?
Any ideas?
Thanks all!
SortName is a separate field, auto populated on account creation, but doesn't update on every change. Did you change it there?
aha, that's it! Well that seems to be it, I hadn't changed it there. Thank you.