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You can manage and store different values for salutations and envelope names based on who is contacting the supporter and how.

You have three salutations and three envelope names available on contact records to help track this data:

• Informal Salutation
• Formal Salutation
• Additional Salutation

• Informal Envelope Name
• Formal Envelope Name
• Additional Envelope Name

These types of salutation and envelope name fields are also available on Financial Households.

 

Salutations and Envelope Names on Contact Records
 

You can view the salutation and envelope name fields in the Name - Salutation page section of your contact record.
 

When you add a contact using Bulk Apply or via Online Actions form submissions, the Informal and Formal Salutation and Envelope Name fields on a contact record have default logic that is calculated based on a combination of the name fields.

• Informal Salutations and Envelope Names: Informal Salutations on contact records will be calculated based on First Name, while Informal Envelope Name will be calculated as First Name + Middle Initial + Last Name.
• Formal Salutations and Envelope Names: Formal Salutations on contact records will be calculated based on Prefix + Last Name, while Formal Envelope Name will be calculated as Prefix + First Name + Middle Initial + Last Name.
• Additional Salutations and Envelope Names: Additional Salutation and Additional Envelope Name fields must always be entered or updated manually; there is no default logic set.

If you update a contact record name field, such as First Name or Prefix manually, you will need to manually update all relevant salutation and envelope name fields as well.

 

Salutations and Envelope Names on Financial Households

You will  alao see salutation and envelope name fields for Financial Households located in the Acknowledgement Details section of the Financial Households tab on each contact record. 

When a Financial Household is created or a member is added to it, the Informal and Formal Salutations and Envelope Names are populated using a default logic. You can edit these in the confirmation pop-up when you create a household or when adding a new member. The values can be changed any time afterward. If you change a name field (First Name, Last Name, etc) on the contact record of a household member, that change will not be reflected in the household's salutation or envelope name.
 

Financial Household Informal Salutations and Envelope Names

• Informal Salutation for a two-person household with different last names: First Name + Last Name and First Name + Last Name
• Informal Salutation for a two-person household with same last name: First Name and First Name + Last Name
• Informal Envelope Name for a two-person household (different or same last name): First Name + Middle Name + Last Name and First Name + Middle Name + Last Name
• Other combinations (including Financial Households with more than two contact records) will be listed as Our Friends for Informal Salutation and Our Friends at for Informal Envelope name, with the option to expand in a future iteration.

Financial Household Formal Salutations and Envelope Names

• Formal Salutation for a two-person household with different last names: Prefix + Last Name and Prefix + Last Name
• Formal Salutation for a two-person household with same last name: Prefix and Prefix + Last Name
• Formal Envelope Name for a two-person household (different or same last name): Prefix + First Name + Middle Name + Last Name + Suffix + Professional Suffix and Prefix + First Name + Middle Name + Last Name + Suffix + Professional Suffix
• Other combinations (including Financial Households with more than two contact records) will be listed as Our Friends for Formal Salutation and Our Friends at for Formal Envelope name, with the option to expand in a future iteration.

Financial Household Additional Salutations and Envelope Names
If the Financial Household Additional Envelope Name is NULL, we calculate the value based on First/Last or Organization Name.

Salutations and Envelopes Name in Reports and Exports

All of the salutation and envelope name fields will be available in Standard Text Exports and on the reports listed below. 

• Contribution Report
• Contribution Acknowledgment Report
• Tribute Gifts Report
• Moves Management Report
• Ask Report

Note that if a Financial Household salutation or envelope name column is selected for a report/export, and a record in that report/export is not in a financial household, that column will populate with the corresponding field from the contact level:

• Example: You add Financial Household Formal Salutation to a standard text export
• John Smith is in your export, but he does not belong to a financial household
• John Smith's contact level Formal Salutation will populate in the Financial household Formal Salutation column for that report​

Uploading Salutations and Envelope Names

All Salutations and Envelope Names have been added to Bulk Upload. Each mapping option begins with Salutation or Envelope Name followed by the specific type, such as, Salutation - Informal.

Please note that Financial Households must be manually created, so the Salutation and Envelope Name fields for Financial Households are not available in the bulk upload tool.