Each constituent has a salutation and label name generated from their existing name information. These values are used in letters, emails, and address labels. You can override these defaults for any contact details when a different level of formality is required.
Understand Default Salutation and Label Names
Donorfy generates the following defaults automatically:
Default Rules
Field | Default Format | Example |
Label Name | Title + First Name + Last Name | Mrs Jane Smith |
Salutation | First name if available; otherwise Title + Last Name | Jane or Mrs Smith |
📌 Note:
A salutation is used at the start of a communication (e.g., Dear John,).
A label name is used at the top of an address (e.g., Mr John Smith).
Override Salutation and Label Names
Open the constituent record and scroll to the Contact Details section.
Locate the Salutations area at the bottom of the contact details block.
Enter the custom Label Name and Salutation you want to use.
Click Save to apply the new values.
📌 Note:
You can set different salutations and label names for each set of contact details (e.g., personal vs work).