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!
Are the salutations updated?
Gen Sal button might probably update sort name, but we shy away from using it, I think just basically due to consortium enviro but don't think I've ever understood what the issue was, something exceptional before my time.
It does. I was going to suggest getting in the habit of always hitting that gen sal button when you make changes to names or A1/A2 on a household. I imagine your org shies away from it if they don't like how the salutations are setup, or if different orgs in the consortium want sals formatted in different ways.
Yeah. We use the "Gen Sal" button as part of normal clean-up. We have had to go in and update how the salutations format a few times, but it is just far easier to use that button than to manually update all the different fields.
It might be worth playing around with your data in TEST to see if that button can be used for your organization. If so, it is far easier than manual updating of each field.
I recently learned that you can right click on the Gen Sal button to pull up all of your saluation options, so if you use different salutations in different scenarios, you can choose the correct one.
Anne M Robichaux you just blew my mind!
nuh uh....
Kanani Reichlin I blew my own mind when I figured it out! Ha! I was working on some custom SQL to get first names into a WordFly list for households and was working on Salutations when I found it in the documentation. It should definitely be mentioned during implementation!
I'm guessing it will change in V16 --generally no right-clicking on the web screens, but I hope it stays in some form.
That definitely is really cool. Our org uses control grouped salutations in our consortium.. I'm going to start right-clicking on everything while we still have 15 lol
Correct, Gawain Lavers. We make sure to put a special note which appears in the header on any account where there has been manual manipulation of the salutations. Absent that note, people know they can click the button.