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4.2. How Salutations Work in eMessages & Mailing Labels (Contact FirstName, LastName, DearName)

Updated 12.05.15

Make sure your data is formatted correctly to work most efficiently with your eMessaging and Mailing Labels features.  Here's how:

Our system pulls eMessage salutations from the DEARNAME field; if that field is empty, we pull from the FIRSTNAME field.  Mailing labels pull FirstName and LastName, NEVER DearName.

For records with:

1. Same last name, same email address

FIRST: Bill and Sue
LAST: Smith
DEARNAME: (Null) or Bill and Sue

2. Different last names, same email address

FIRST: Bill
LAST: Smith and Sue Jones
DEARNAME: Bill and Sue

3. Same last name, different email addresses

RECORD 1:
FIRST: Bill and Sue
LAST: Smith
DEARNAME: Bill
ENTER BILL'S EMAIL ADDRESS
ENTER AN ADDRESS FOR THIS RECORD

RECORD 2:
FIRST: Sue
Last: Smith
DEARNAME: (Null) or Sue
ENTER SUE'S EMAIL ADDRESS
NO PHYSICAL ADDRESS => the mailing label will be generated from BILL'S record (or if you add a physical address for SUE, another label will be generated) 

4. Different last names, different email addresses

RECORD 1:
FIRST: Bill
LAST: Smith and Sue Jones
DEARNAME: Bill
ENTER AN ADDRESS FOR THIS RECORD
ENTER BILL'S EMAIL ADDRESS

RECORD 2:
FIRST: Sue
Last: Jones
DEARNAME: (Null) or Sue
ENTER SUE'S EMAIL ADDRESS
NO PHYSICAL ADDRESS  => the mailing label will be generated from BILL'S record (or if you add a physical address for SUE, another label will be generated) 

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