Community Maintenance - Name tab

Modified on Mon, 20 Apr at 12:11 AM

Use the Name tab to maintain the community member's name details.

Note: The Name tab is not displayed for Company record types. See Community Maintenance - Company tab in the Community manual.

Opening the Name tab

To open the Name tab:

Select Module > Community Maintenance from the main menu.
The Set Community Search Criteria window is displayed.

Tip: You can also access the Set Community Search Criteria window by clicking .
Search for the community member. See Searching for community members.
The Constits tab of the Community Maintenance window is displayed.
Click the Name tab.
The Name tab of the Community Maintenance window is displayed.

Community Maintenance - Name tab key fields and buttons
Fields

Field	Description
Community Record Type	Type of record. Note: The Name tab is only displayed for Personal and Personal Company records.
Title	Community member's title.
Surname	Community member's last name.
Given	Community member's given name.
Preferred	Community member's preferred name. For example, their given name might be Melinda, but they prefer to be called Mel.
Preferred Formal	Community member's preferred formal name. For example, some cultures may use the family name before the given name in formal situations.
Initials	Community member's initials, automatically derived from the given names entered.
Override Initials	Select Override Initials to enter different initials.
Internal Name	Community member's name as used by the Synergetic database.
Override Internal Name	Select Override Internal Name to enter a different internal name.
Gender	Community member's gender. Note: You can define the list of genders used at your organisation using the luGender lookup table. See luGender lookup table.