Advisor field on contact tab of Grant Application autofills with joints or alternate name
- 14 Mar 2023
- Contributors
- Print
- DarkLight
- PDF
Advisor field on contact tab of Grant Application autofills with joints or alternate name
- Updated on 14 Mar 2023
- Contributors
- Print
- DarkLight
- PDF
Article summary
Did you find this summary helpful?
Thank you for your feedback
When adding an advisor to the contact tab of a grant application, selecting the ID code causes the joint or alternate name to be auto filled rather than the default salutation from the profile record > salutations tab.
Steps To Duplicate:
- Go to the advisor profile in the profiles module
- Salutations tab
- Confirm the default salutation and the joint alternate are different values
- Go to grants > applications super tab
- Create a new application then move to the Contact tab
- In the "Advisor" section of the tab, add the advisor that was viewed in step 3.
- Notice the joint or alternate name (from the profile > salutations tab) populates rather than default salutation
Answer:
Change the populated field manually with the correct information.
The donor advisor name is being defaulted into the field on the contact tab using the joint or alternate name as described and that value is chosen first. If it is blank, then the annual name of the profile is used. At the current time, there is no way to change how it defaults or how it maps. Nothing in system options or system initial setup changes how the joint of alternate name is built IF you have prefix values populated.
The donor advisor name is being defaulted into the field on the contact tab using the joint or alternate name as described and that value is chosen first. If it is blank, then the annual name of the profile is used. At the current time, there is no way to change how it defaults or how it maps. Nothing in system options or system initial setup changes how the joint of alternate name is built IF you have prefix values populated.
- Find out where this field is being used and why the prefixes are causing a problem. Perhaps you can use a different field and/or a different export.
- The prefixes can be removed manually from the donor advisor name when entering the application.
Was this article helpful?
