Adding/editing Nicknames

Published: 23rd August 2017

Nicknames are used to store the name of a constituent that might be different to their first name (such as Tom instead of Thomas).  This field can be used in the salutations and other mailing related fields.

Step 1

The Nickname field is located on the left hand side of the Bio 1 tab, below the other name fields.

Step 2

Add the relevant nickname and then click on Save and Close.

Step 3

Now, click on the Addressees/Salutations tab. Under the Additional Addressees and Salutations section, choose Type as Informal and select the nickname (on its own without a title). This should be bottom of the drop down list.

Then, click on Save and Close.