Bug Tracker

 

Contact Name

 

Posted: 23 Feb 2006 06:33 pm

 

Hi Hal

Today I entered a new customer with a contact name Michelle. When I printed the estimate for this customer the Salutation came out as ... Ms. Michellem. I have no idea where the extra m came from. Did I do something wrong or is there a bug? I always come up with these problems just before the weekend. I hope this does not spoil yours.
. . . . . Daryl
Joined: 20 Dec 2005  Posts: 23  Location: Saskatchewan, Canada

 

Hi Daryl,

That makes two of us (who have no idea where the extra "m" came from). Before we go there though, let's start at the beginning. MF is treating your contact's name as her last name, and I'm assuming you'd prefer to address Michelle as Dear Michelle, not Dear Ms. Michelle.

First, go to File -> Translate -> Salutations and make sure all the address elements are appropriate for Canada. Next, go to File -> Update Customer Contacts, then double-click on Michelle. In the window that opens, click the Salutation button. Michelle is likely listed as a last name. If you don't know her last name, leave the last name field blank and enter "Michelle" as a first name. Then make sure the Informal box is checked. That will show the Salutation as "Dear Michelle:" without the "Ms." In the meantime, I'll see if I can find that errant "m" somewhere. If you run into it again before I do, let me know.
. . . . .  Hal Heindel

 

Forum_Sincerely

 

 

Thanks Hal, that fixed the problem. Is there any way that the full name can be changed to first and last when we originally enter the new customer and contact name?
. . . . . Daryl

 

Actually, Daryl, the program will parse whatever name or combination of names you enter, and then do that for you. In other words, had you entered "Michelle Peterson" instead of just Michelle, MF would have split the name in two and assigned Michelle as first, Peterson as last name.

Unless, of course, you live in a Spanish-speaking country where the mother's name is often added, in which case the MF parser would have changed its rules. Ah yes, the power of auto-pilot . . . (and all the work that went into it!)
. . . . .  Hal Heindel