Adding Names

When you add a new household or organization, you add names as you create the new entity. There may be times when you need to add additional names to an existing household or organization.

How to add a name

Follow these steps to add a name:

1. Look up the household or organization and open it in a Bio tab.
2. Using the Add button drop down, select Person/Couple.
   1. The Edit Household/Organization screen opens on the Names tab, displaying a list of names currently in the Household or Organization.
3. From the Add drop down below the list of names, select Person or Couple.
4. Select a Prefix for this person. The list of available prefixes is defined in the Admin tab.
5. Enter the person's first, middle and last names.
6. If the person's name has a suffix, like "Jr.", enter that. The person's full name is built automatically using the prefix, first, middle, last and suffix, according to preferences you set on the Bio Defaults tab in the Admin tab. If you prefer, you can select a different version of the name from the Display Name list.
7. Select your preferred salutation from the Salutation list. A preferred salutation is preselected for you based on the preference you set on the Bio Defaults tab. The salutation is used in letters to this person.
   1. The following list includes the additional fields that are available. These may be in a different order, they may not all be present, and there may be additional user-defined fields that are unique to your organization.
      1. Nick Name - nick names can be added just for reference. They are also included in the list of potential salutations for mailings.
      2. AKA - this might be a maiden name or a prior name that can be used to search for this person.
      3. Job Title - in addition to adding this as an important piece of information about this person, you can choose to have this included in an office address.
      4. Company/Division - you can use this field to record where this person works within the organization. It can also be included in an office address, along with the job title.
      5. Birth Date - the person's birthday can be used to send birthday greetings.
      6. Gender - the person's gender.
      7. Is Solicitor - this indicates if this person is a volunteer solicitor for your fund raising efforts.
      8. Is Volunteer - this indicates if this person volunteers at your organization.
      9. Notes - you can enter unlimited notes about this name. This field should be used for short, overview notes. For more complicated notes added over time, you should consider adding notes to the Notes tab rather than here.
8. If you are adding a couple, repeat steps 4 - 7 for the second name.
   1. For couples, you should also review the couple name and salutation, and add any tags or notes about the couple.
9. Click on Save if you want to add additional names.
10. After saving the primary contact name, you can add another name by first resetting the name fields, using the Reset button and then repeating from 1. above to add the next name.
    1. You can add as many additional names as you need by repeating this process.
11. Click on Save and Next to go to Steps 3 and 4, where you can add addresses, phone numbers and email addresses for this name.