Informal Salutations


Informal salutations are designed to represent informal communications. Unlike formal salutations, titles will never be used. Informal name types such as first names, and preferred names will be available (either always used, or optional). Name Suffixes are never used in informal salutations, last names are optional, and certain other options can be used depending on the need. In general, the mixture of “included” elements and “optional” configuration elements in the salutations are designed to represent the typical needs of informal communications.

Modifying Salutation Configuration Options

salutation detail

Informal Salutations can be modified and adjusted to function as needed. School administrators are able to switch on or off certain fields for the particular salutation. Once changes are made to the salutation configuration, a salutation refresh will apply the new configuration to all people / households.

Below is a list explaining every data point that is potentially a part of an informal salutation. This list indicates whether a certain field is either included, optional, or not an option for Household informal salutations or Person informal salutations. If the field is marked “included,” it will be a part of an informal salutation in that context. If the field is marked “optional,” then in Salutation Configuration, there is an “Options” switch for that field, and the switch is in fact functional. If the field is marked “not an option,” it will never be a part of the salutation.

For example: the “Options” switch for “use preferred name” will favor the person’s Preferred name rather than their First name, which is a good option for Informal salutations.

TitleNot an optionNot an optionTitles are only used in Formal & Addressee salutations.
Display First NameIncludedIncludedFirst name will always be a part of Informal salutations;
the switch seen under “options” won’t be functional for
informal salutations.
Use Preferred NameOptionalOptionalCan optionally be used to override First Name
Display Middle NameNot an optionNot an option
Display Middle InitialNot an optionNot an option
Use Middle as Preferred FormatNot an optionNot an optionThis is only an option for Formal salutations.
Last NameOptionalOptional
Name SuffixNot an optionNot an optionSuffixes are only used in Formal & Addressee salutations.
Display Maiden NameOptionalOptionale.g. “George and Cindy Allen Abbott” where “Allen” is Cindy’s
maiden name.
Append Preferred NameNot an optionOptionale.g. “Timothy (Tim) Jones”. Will only work if “Use Preferred
Name” is not used.
Display Male FirstOptionalNot an optionDisplay male’s name first regardless of Head of Household.
Display Female FirstOptionalNot an optionTypically, salutations display the Head of Household first.
This option allows female name to always display first.
This option is most typically used by All Girls schools.
Force Both NamesOptionalNot an optionTypically, for Household salutations where spouses have the
same last name, the last name displays once.
Append HS Graduation YearOptionalOptionalAppend 2-digit Grad Year, e.g. “John Smith ’09”
Append College Graduation YearOptionalOptionalAppend 2-digit Grad Year e.g. “John Smith ’13”
Use Four Digit Graduation YearOptionalOptionalIf Grad Year is used, displays 4-digits e.g. “John Smith 2013”
Append AttributesOptionalOptionalAttributes show extra information about a person.
For example, “Doug Masters P’09,’13,’13,’13,’18,’21 TR”
means Doug is a Parent (P) of kids with graduation years
of ’09, ’13, ’18 and ’21 as well as a Trustee (TR).
Acknowledge Alumni OnlyOptionalNot an optionIn households where one spouse is an Alum and the other
is not, this switch drops the non-alum from the salutation.

For more information on configuring salutations, see the Salutations Overview article.