To change the format of the Name field:

    • From the Tools drop-down menu, select User Options.
    • Select the Records tab.
    • Highlight Individual.
    • In the Constituent Name Format field, click the drop-down arrow and select how you would like the name to display.
    • Click Apply.
    • Click OK.


    To export an addressee/salutation:

      • In the Additional Addressee/Salutation Format window, select From Configuration and the new addressee format.