eTapestry Name Format Conversion Guide - …

1 NameFormatConversionGuide06/25 2016 Blackbaud, ,oranypartthereof,maynotbereproducedortr ansmittedinanyformorbyanymeans,electroni c,ormechanical,includingphotocopying,rec ording,storageinaninformationretrievalsy stem,orotherwise,withoutthepriorwrittenp ermissionofBlackbaud, ,Inc.,assumesnoresponsibilityforanyinacc uracies,errors, ,Inc.,beliablefordirect,indirect,special ,incidental,orconsequentialdamagesresult ingfromanydefectoromissioninthismanual, ,Blackbaud,Inc.,reservestherighttomakeim provementsinthismanualandtheproductsitde scribesatanytime, , ,theconversiontooltilesdisplayforyoutomo nitoryourorganization , ,youprogressthroughaseriesofstepstoconfi rmsalutationrules,assignNameFormats,spli tfullnamesforindividualsfromonefieldtomu ltiplefields, , ,youselectaNameFormattoidentifyanaccount asIndividual,Family, ,younowenternameinformationinseparatefie ldsforTitle,FirstName,MiddleName,Lastnam e, , , ,matchratesimprovewhenyouuseanalyticssuc hasAddressFinder(NCOA).

2 LInternationalnameimprovementsTheNamefie ldalsoupdatestotheAccountNamefieldforInd ividual,Family, ,displaythenameintheheaderontheaccountre cordforallNameFormats, :Forexample, :Forexample,TheSmithFamily,JaneandJoseph Smith, , :Forexample,AAA , , , ,itisimportantthateTapestryusersatyouror ganizationworktogethertoprepare,plan, , , , , ,thenextstep' , ,refertoStep1 , , , ,customreports, ,eTapestryconfiguresnamevaluesintheAccou ntNameasyouenternameinformationintheFirs tName,MiddleName,LastName, ,theprogramconfiguresnamevaluesintheSort Name,Recognition,ShortSalutation,LongSal utation, , ,firstname,middlename,lastname, , ,suchasqueries,customreports, ,younowselectwhethertheNameFormatisforan Individual,Family, ,fivenewindividualnamefieldsappearforTit le,FirstName,MiddleName,LastName, ; , , :JosephMiddleName:MichaelLastName: : , :BusinessAnexampleofaBusinessNameFormati sAAA :AAA ConcreteStep1:NameFormatFromtheStep1:Nam eFormattile, ,andyourorganizationisreadyforyoutoproce edwiththeconversion, ,theStep2 ,refertoStep2 :SalutationsRulesOnStep2, :Tohelpestablishconsistentsalutationsthr oughouteTapestry, , :SalutationRulesontheNameConversionToolp age, , , ,Blank, "Friends," , , (forexample,onethatissimilartoFriends)as asalutation, :WhenyouselectBlankforanIndividualsaluta tion, ,salutationsdefaultbasedoneTapestry , , , , , :WhenyouselectBlankforaFamilysalutation, ,salutationsgeneratebasedoneTapestry' , , (forexample,onethatissimilartoFriends)as asalutation, , ,theStep3 ,refertoStep3 :AssignNameFormats-bulkprocessUsethebulk processtoassignanIndividual,Family, , , ,refertoStep3 ,werecommendyoucreatemultiplequeriestogr oupaccountsbasedonthenewNameFormats.

3 LIndividualaccountslFamilyaccounts(forex ample,"TheSmithFamily","JaneandJosephSmi th",or"JaneHigginsandJosephSmith")lBusin essaccountsAfteryoucreatethequeries, , , ,Family,andBusinessNameFormatassignments ,werecommendyouusetheAccountTypeuser-def inedfield(UDF) , ,joint,andfamilyaccounts,youcanassignthe FamilyNameFormatbyfirstusingthemanualpro cesstofiltertheaccountnamesthatincludeth ewords"and","&",or"family."Afteryoucompl etetheseassignmentsmanually, ,queryontheAccountTypeofBusiness,Religio us,Foundation, ,butmakesurethetypesyouqueryonalignwitht heIndividual,Family, ,youmayhaveanAccountTypeofJointthatyouca nusetoqueryoncouple,joint, , , :AssignNameFormattile, , :Duringthebulkprocess, , , , , ,selectwhethertoassignthegroupofaccounts totheIndividual,Family, , :WhenyouclickUpdateAccounts, , , , , ,refertoStep4 :AssignNameFormats-manualprocessWhenyouc annotgroupaccountsintoseparatequeriesfor bulkNameFormatassignments, , ; , ,youmustbeabletogroupyouraccountsintoque riesforindividuals,families, ,refertoStep3 ,eTapestryprovidesfilterstohelpgroupacco untsthatsharesimilarpatternsanddisplayst hematthetopofthepagesimilartofollowing:l Accountswiththeword family intheAccountNamefield(1,846accounts)lAcc ountswiththeword and intheAccountNamefield(74accounts)lAccoun tswiththeword & intheAccountNamefield(74accounts)Note:Th e"&"filteronlydisplayswhenyourdatabaseha slessthan25, ,296accountsTodisplaytheaccountsfromoneo fthesegroupsinthegrid, ,clickAccountswiththeword"and"intheAccou ntNamefield(74accounts).

4 , , :AssignNameFormattileontheNameConversion Toolpage, :Duringthemanualprocess, , :ToassignthesameNameFormattoallaccounts, intheAssignNameFormatfieldabovethegrid, ,intheNameFormatcolumn, ,select"next30" , ,theStep4 ,refertoStep4 :SplitIndividualNames-bulkprocessStep4gu idesyouthroughtheprocesstomoveIndividual accountnamevaluesfromthesingleNamefieldt otheTitle,FirstName,MiddleName,Lastname, , , ,refertoStep4 :SplitIndividualNamestile, , , ,selectExportall[ ] :eTapestrycannotexportmorethan25, [ ]accountsandyourdatabasecontainsmorethan 25,000records,thefirst25, , , , ,selecthowyouwanttoexportthecommaseparat edfile(.csv) ,putitinyoureTapestrydropbox, , ,reports, , ,toavoiderrorsandproblemswhenyouimportth edatabackintoeTapestry, :IfMicrosoftExcelsavesthefileasUnicodeby default, , , , , ,thetoolscansthefollowingfields,inthisor der, , , , ,ifJoseph"Joe"SmithappearedintheoldNamef ield,"Joe" :Iftextappearsinparenthesesordoublequote sintheAccountName,LongSalutation,orEnvel opeSalutationfields, , , ,youcanchangetheaccounttoIndividualinthe NameFormatcolumninthefile,butyoumustmanu allycreateanewrelationship,addanewindivi dualaccount, , :Toavoiderrorswhenyouimportnamedataonthe Importtab, , , , ,theStep5 ,refertoStep5 :SplitIndividualNames-manualprocessStep4 guidesyouthroughtheprocesstomoveIndividu alaccountnamevaluesfromthesingleNamefiel dtotheTitle,FirstName,MiddleName,Lastnam e.

5 , ,refertoStep4 :SplitIndividualNamestile, , , :Toviewexamplesofnamesinvariousformatsth atdepicthoweTapestrysplitsnamesbetweenth emultiplenamefields, , , , ,thetoolscansthefollowingfields,inthisor der, , , 'slastnamevalueisblank,"UnknownName" , ,ifJoseph"Joe"SmithappearedintheoldNamef ield,"Joe" :Iftextappearsinparenthesesordoublequote sintheAccountName,LongSalutation,orEnvel opeSalutationfields, ,select"next30" , ,refertoStep5 , , ,ifyouselecttoskipit, , , , :GenerateSalutationstile, , ,suchas"Personal," , , ,select"next30" ,returntothePersonaTypefieldtodisplaythe nextlistofpersonasyouwanttoview,verify, , , ! OntheHomepage, ! NAMEFORMATANDSALUTATIONSTANDARDSCONVERSI ONTOOL22 Note:Atthistime.