• Click Configuration, Business Rules from the navigation bar.

    • Highlight Constituent Options, General options.

    • In the Automatically add to list of aliases... section, mark the Known Name, Maiden Name, and/or Spouse last name checkboxes. To exclude them from the list of aliases, unmark the appropriate checkboxes.

      Note:  If marking these options, whatever is selected in the Alias Type field will be the default for the newly created alias.