Name Style Change

This article provides information and steps for how the Formal Name, Informal Name and various name styles can be changed in the Directory.

The Family Formal Name and the Informal Family Name auto-populate on the Family Detail Page when added to the Directory. The name style can be changed or edited at any time.

Here are the steps to change the Family Name or any of the pre-populated name styles:

1. From Directory, locate the Family Details page.

2. Click on the ellipses (3 vertical dots) to view the drop down menu.
3. Select Change Name from the menu.

4. Enter the necessary changes in to the side sheet. 
5. Click on Update to process the changes.

Customized name style changes can be made to the Formal Name, the Informal Name, and the Family Name which are all used on envelope lists, in reports, and contact lists created during quick tasks. 

If this name has not been customized, it is displayed in a faint gray text rather than a full black text. All of these styles can be customized by changing the settings and clicking update. 

Once customized, they are no longer governed by the automated style process until a life event of Divorce, Marriage, or Death is performed for the family or members.

To revert back to the auto-generated name styles, open the side sheet again and delete the added content so the placeholder text is visible, and click Update to process.

Changes can be viewed on the Family Detail card.

 

 

 

 

 

 

 

 

 

Was this article helpful?