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Each user can select a preferred method for entering names in the program.

Useful Information

Remember, when set to All Access or View Only Access, a user can change his or her preferences. Otherwise, the security administrator must set up and maintain these for each user.

To set user preferences, on the Administration tab, click Users & Passwords.

 To change the way names are entered
  1. Locate the appropriate user.
  2. In the navigation pane, click User Preferences.
  3. Select a Name Breakdown option. See the Additional Field Information below for more on these options.
  4. Click Save at the top.

Additional Field Information

Enter name parts on separate lines
This is the default option. When you begin entering a name, the Name Breakdown window automatically displays so you can enter the parts of the name: Last Name, First Name, Title, and Suffix. As parts of a name are entered on separate lines, the name formats for the Name, Mailing Name, Formal Salutation, and Informal Salutation are built.

Enter entire name on a single line - automatically display dialog
When you begin entering a name, the Name Breakdown window automatically displays. In the Name field, enter the last name, first name, title, and suffix. As you enter the entire name on the single line, the Mailing Name, Salutation, and the parts of the name (Last Name, First Name, Title, and Suffix), are filled in automatically. You can edit the name fields at any time.

Enter entire name on a single line - do not automatically display dialog
The Name Breakdown window doesn't automatically display. In any Name field, enter the last name, first name, title, and suffix. To verify the Name, Mailing Name, Formal Salutation, and Informal Salutation formats are correct, click the ellipsis icon (...) after the Name field.



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