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I have profiles missing sort name values. How does this happen?
Answer:
If you have Profiles without a Sort Name value, this is probably caused from incorrectly identifying the Profile as an Individual or Organization during data entry, but without the related name elements. Since you can no longer save an Individual profile without a last name and you can no longer save an Organization profile without an Organization name, this will only be found in older profile records.
It is also possible someone deleted the sortname built by the system.
The Profile record classification of Individual or Organization will determine how the Sort Name is built:
It is also possible someone deleted the sortname built by the system.
The Profile record classification of Individual or Organization will determine how the Sort Name is built:
- If a profile is classified as an Individual , the Sort Name will be built Last Name, First Name.
- If a profile is classified as an Organization , the Sort Name will be built based on the Organization Name.
- If the Profile is coded Organization and there is no Organization Name, but there is a First and Last Name, you probably need to change it to Individual or else add an Organization name.
- If the Profile is coded Individual and there is no First or Last Name, but there is an Organization Name, you probably need to change it to Organization or add the appropriate name elements..
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