We have gathered some helpful documents and resources that will assist you in the Name Format Conversion process. Click the links below for the topics you are interested in.

Resources Step 1 - Name Format
  • This step simply provides an overview of the changes and give you a reference point for how the tool will help you going forward.
Step 2 Salutation Rules
  • This step will help you establish consistent salutations throughout eTapestry. The choices you make here are the same ones that you select under Management > My Organization > Data Entry Rules.
Step 3 Assign Name Format Step 4 Split Individual Names Step 5 Generate Salutations
  • Based on your selections in Step 2 (and under Data Entry Rules) the tool will generate salutations for Personas that do not currently have them.