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Entering Constituent Names


Constituent names can be primary or alternate names, such as Given, Maiden, Married, Legal, Degree, Diploma names, and so on. Use the following task to enter constituent name information.

To enter constituent name information

  1. From the Constituents screen, choose the constituent record, then click the Name tab.
  2. Click New, and enter the required information, some of which is shown in the following table.
Field
Description

Primary

Select this field to designate the Name record as primary for the constituent's record.

Preferred First Name

Enter the constituent's preferred first name, such as nickname or diminutive.

Name Type

Click the list to designate a type for the name record, such as Given, Preferred, Alias, and so on.

  1. From the Application-level menu, choose Save Record.
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