1. Go to Marketing and Communications > Configuration > Name format options
  2. There are two important things to note before configuring Name Format Options. On the Name Formats tab, you will see all possible name formats in your database. You may see some of these Name Formats on constituent records
    1. Remember, just because a name format appears as Mr. and Mrs. William H. Smith in the name formats area of Altru, does not mean that you will always see the male title and name first. Rather, this indicates that the selected constituent’s title will be first and their spouse’s title (if there is one) second, followed by the select constituent’s name.
    2. The check mark in the Joint function column means for individuals with spouses, we can create new name formats on the fly when we export through a mailing process using any of the formats marked as a joint function. When configuring a Name Format Option, we can choose who appears first in those joint formats (primary, male, or female first). Keep in mind, joint formats only work for individuals, not Households.
  3. On the Name Format Options tab, click "Add" to add a new name format option - this is a collection of name formats to be used for an entire mailing or type of mailing
  4. Name the Name Format Option and enter a description if desired
  5. For each tab, complete the following:
  • Individuals - For the addressee and salutation, list the desired formats in order of importance.  These will pull directly from individual records, if that format exists on the record.  Otherwise, for both addressee and salutation, users can choose a pre-formatted option.  Here, users can pull any combination listed, and if there is joint function for that particular format, then the spouse name will be included as well.  This option allows users to include records where there may not be any name formats defined.  It also gives users the ability to use the exact same layout for every individual – users can skip the list of desired formats and just choose that last option, to ensure a consistent look.
    • Tip: If you want a consistent look, you can leave the lines blank under Use format defined on individual’s
      record. Altru will then create a name format for everyone based on the option you selected under Otherwise,
      use this format.
  • Organizations - These name format options are very similar, except that the name formats are for the organization’s contacts, not the organization name.  At the bottom of that tab, users can choose how they want names to show up if the organization doesn't’t have any contacts.  Users can just output the organization name as needed.
  • Households and Groups - this is also similar to the Individuals tab, except the output is based on the primary member for the household or group (seen on the Members tab of the constituent record).  As with organizations, if there are no members listed, users can output the group/household name, or some other custom text there.
    • Note: The Household/Group name formats only apply if you are mailing directly to a household or group (the household or group constituent appears in your selection). Typically, when pulling a list for a mailing, you will pull the individual record. Although the individual may be part of a household, their name formats will be specified on the Individuals tab.
  • Joint name formats - Define how those joint name formats specified for individuals (and contacts for organizations) work.  Users can choose to output the selected constituent, primary constituent, male spouse or female spouse first, depending on the scenario, or  can build a selection to specify which constituent in a spouse relationship should be listed first in the name format.  The spouse name can be removed from the format under different circumstances.
    • Note: Joint Name format options are only available for spouse relationships. Altru does not allow joint name format options to include different relationships like sisters, brothers, friends, etc. 
You can define a default name format option for all mailings:
  1. Go to Marketing and Communications > Configuration > Name format options
  2. Click the drop-down arrows next to the name format option
  3. Click Mark as Default
Once all name format options have been configured, they can be used in Appeal Mailings, Acknowledgements, Membership Renewals, Member Cards, and Special Event Invitations.