Depending on the type of data conversion you have, Addressee and Salutation values may not be directly converted into Altru.

Raiser's Edge Standard Conversion:
Addressee and Salutation values found in Raiser's Edge constituent records are converted directly into Altru. Both the Name Format Type and the actual name format value are converted. Name Formats converted from Raiser's Edge are all considered "Custom" values are are not directly based on data in the relevant fields in Altru (i.e. Title, First Name, Last Name, Spouse Title, Spouse First Name, Spouse Last Name, etc.)

In addition to the converted Raiser's Edge Addressee and Salutation values, the conversion will also create all Altru Name Format Default values for each converted constituent record based on your Altru configuration at the time of conversion. Learn more about how to set Name Format Defaults in Altru. You can also watch our video on creating Name Formats and configuring Name Format Defaults.

Template or Basic Conversion:
Addressee and Salutation values are NOT directly converted. The conversion will create Name Format values (including marking a Primary Addressee and Primary Salutation) for each converted constituent record based on the relevant data included in your conversion (i.e. Title, First Name, Last Name, Spouse Title, Spouse First Name, Spouse Last Name, etc.) and your Altru Name Format Defaults configuration at the time of conversion. Learn more about how to set Name Format Defaults in Altru. You can also watch our video on creating Name Formats and configuring Name Format Defaults.

Sage50 Standard Conversion:
Primary Salutation is converted from Sage50 constituent records based on a translation worksheet provided to you during the conversion process. The Primary Addressee, as well as all additional Name Formats, are determined by the default settings configured in Altru at the time of final conversion. The conversion will create Name Format values (including marking the Primary Addressee) for each converted constituent record based on the relevant data included in your conversion (i.e. Title, First Name, Last Name, Spouse Title, Spouse First Name, Spouse Last Name, etc.) and your Altru Name Format Defaults configuration at the time of conversion. Learn more about how to set Name Format Defaults in Altru. You can also watch our video on creating Name Formats and configuring Name Format Defaults.

DonorPerfect or DonorPerfect Online Conversion:
Primary Salutation is converted from a constituent's Primary Address Salutation field in DonorPerfect/DonorPerfect Online, if that field is populated. The Primary Addressee, as well as all additional Name Formats, are determined by the default settings configured in Altru at the time of final conversion. The conversion will create Name Format values (including marking the Primary Addressee [and Primary Salutation when that field is blank in DonorPerfect/DonorPerfect Online]) for each converted constituent record based on the relevant data included in your conversion (i.e. Title, First Name, Last Name, Spouse Title, Spouse First Name, Spouse Last Name, etc.) and your Altru Name Format Defaults configuration at the time of conversion. Learn more about how to set Name Format Defaults in Altru. You can also watch our video on creating Name Formats and configuring Name Format Defaults.