Altru Ideas

Name Formats Updates

Global updates for constituent name formats! While it is definitely helpful to enable updates to name formats moving forward in the system, it is also necessary to update existing constituents.
  • Guest
  • Jan 4 2016
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  • Guest commented
    20 Mar 19:06

    This still isn't available and it is desperately needed. Either we need to be able to globally change Addressees/Salutations or import updates using the prototypes.

  • Laura Moore commented
    04 Mar 15:27

    We need the capability to import updates to name formats instead of having to spend more time than any of us have to individually adjust thousands of records.

  • T. Rash commented
    September 13, 2023 14:17

    Still working on updating all the old name formats to more politically correct formats. Only about 30,000 to go!


  • Carol Radel commented
    April 14, 2021 20:36

    If you won't fix this, please at least fix the glitch in Group Sales that won't apply existing rules to new contact records.

  • Shannon Knight commented
    October 09, 2020 02:56

    Any update on this? It's a pain in the rear that you can't edit name formats in bulk.

  • T. Rash commented
    April 06, 2020 17:35

    I would just like to change all of the thousands of name formats transferred from our old system that have different names but the same formatting to a more accurate, uniform name in Altru. Instead of being able to ask the system to change everyone with Old Name Format A, B or C to a New Altru Name Format X, I have to do it manually.

  • Amanda Sheff commented
    March 16, 2020 18:28

    Should also be able to delete a name format on the backend and have it automatically removed from all constituent records.

  • Karen MacNeil commented
    July 25, 2019 14:56

    As per previous comments, we need the flexibility of creating new Name format and updating the existing constituents already in the database.

  • +11