The family name is determined by the last name of the Head of Household when the family is entered into the system. The Family Formal Name and the Informal Family Name will also auto-populate.
If you need to alter the “Family Name” or any of the pre-populated name styles, follow these steps.
In the side sheet, you can change the Family Last Name, the Formal Name style, the Informal Name style, and the Family Name style which are all used on envelope lists, in reports, and contact lists created during quick tasks. If this name has not been customized, you’ll see it displayed in a faint gray text rather than a full black text. You can customize any or all of these styles by changing the settings and clicking update. Once you customize them, they will no longer be governed by the automated style process until a life event of Divorce, Marriage, or Death is performed for the family or members.
Once they are customized, you’ll notice they are black instead of faint gray in the side sheet.
The family card will also be updated.
To revert back to the auto-generated name styles, simply open the side sheet again and delete the content you added so the placeholder text is visible.
Overview Video
