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
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.
|Title||Not an option||Not an option||Titles are only used in Formal & Addressee salutations.|
|Display First Name||Included||Included||First name will always be a part of Informal salutations;|
the switch seen under “options” won’t be functional for
|Use Preferred Name||Optional||Optional||Can optionally be used to override First Name|
|Display Middle Name||Not an option||Not an option|
|Display Middle Initial||Not an option||Not an option|
|Use Middle as Preferred Format||Not an option||Not an option||This is only an option for Formal salutations.|
|Name Suffix||Not an option||Not an option||Suffixes are only used in Formal & Addressee salutations.|
|Display Maiden Name||Optional||Optional||e.g. “George and Cindy Allen Abbott” where “Allen” is Cindy’s|
|Append Preferred Name||Not an option||Optional||e.g. “Timothy (Tim) Jones”. Will only work if “Use Preferred|
Name” is not used.
|Display Male First||Optional||Not an option||Display male’s name first regardless of Head of Household.|
|Display Female First||Optional||Not an option||Typically, 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 Names||Optional||Not an option||Typically, for Household salutations where spouses have the|
same last name, the last name displays once.
|Append HS Graduation Year||Optional||Optional||Append 2-digit Grad Year, e.g. “John Smith ’09”|
|Append College Graduation Year||Optional||Optional||Append 2-digit Grad Year e.g. “John Smith ’13”|
|Use Four Digit Graduation Year||Optional||Optional||If Grad Year is used, displays 4-digits e.g. “John Smith 2013”|
|Append Attributes||Optional||Optional||Attributes 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 Only||Optional||Not an option||In 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.