• Individual: we will use this name format when the account is for a single individual. This is the only Name Format that has separate fields for First and Last Name.
  • Family: we will use the Family Name Format when the account is for an entire family. This would be an appropriate Name Format if the family always gives as a unit. When we select Family as the Name Format, we will not have separate first and last name fields, but we will have an Account Name and Sort Name.
  • Business: we will use the Business Name Format when an account is for a business, organization, foundation, or other entity. Like the Family Name Format, we will not have separate First and Last Name fields for businesses, but we will have an Account Name and a Sort Name.