Name Formats

How you refer to constituents by name sets the tone of your communications with them and how well they receive your interactions. To define how to address individuals in communications, track their name formats.

The more addressees and salutations you track for individuals, the more flexible and personable your interactions become. We recommend you address individuals politely and respectfully, regardless of whether the communication is formal or informal. Since how you address someone can be their first impression of your organization, be sure to spell their name correctly and track their preferences.

Note: Name formats are only available for individuals. To address organizations, we recommend you add contact relationships for the individuals who interact with you on their behalf. For more information, see Relationships.