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Select default formats for creating entity names when you add a new person into the system.
Display Name | The default format for a new person's standard system display name. If nothing is selected the Display Name for new people is set to a <Lastname>, <Firstname> format. |
Reporting Name | The default format for a new person's reporting name. If nothing is selected the Reporting Name will be left blank for new people |
Mailing Name | The default format for a new person's mailing name. If nothing is selected the Mailing Name will be left blank for new people. |
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When adding an organization, the display name is just the name as entered. |
Format Tags Explanation
<Title> | The person's title (Dr., Mr., etc.) |
<Lastname> | The person's last name. |
<LastInitial> | The first letter of the last name. |
<MidInitial> | The middle initial. |
<Firstname> | The persons's first name. |
<FirstInitial> | The first letter of the first name. |
<Suffix> | The person's name suffix (PhD, MD, Jr., etc.) |
How Names are Parsed When Entering New People
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If there is a single letter before the last name, that will go in the middle initial field, otherwise everything else will be considered the first name.
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When adding an organization, the display name is just the name as entered and the other fields (Title, Firstname, Middle Initial, Lastname and Suffix) are not populated. |