Altru Ideas

We value your unique insight into our products and services and often receive ideas and feedback from our community in a variety of ways. To streamline this process, we’ve created an idea bank where you can post product suggestions, vote for those most important to you, and add comments to existing ideas.

Have an option for Default Household Name Format to be Primary Addressee Format

This is a tad esoteric of an idea, not essential, but it would be really awesome if there was an option to have the Household Name default (the name you see on the constituent records and at the top of the household record) be the primary addressee or primary salutation of the primary member.

What I am suggesting is that instead of having an entirely different format set for the household, the two areas could be linked so one could have the preferred/primary names of the household available at quick glance. It would help with record clean-up when one could double-check that a household didn't have some strange name format set-up as the primary by accident.
  • Guest
  • Jan 4 2016
  • Reviewed
  • Attach files
  • +4