WARNING: This article is intended for use during your database conversion. If you are not currently converting your legacy database to Bloomerang CRM, please select a different article from the knowledge base.
The purpose of this review is to check name formatting and the status of your constituent records, both Organizations and Individuals. Use the following steps to either verify that this information displays in Bloomerang CRM as expected.
Steps:
Click
Type in the Name or Bloomerang CRM ID number of one of your Test Constituent Records
Verify the name in the Header (next to the silhouette) is how you would like it to display
Verify they are correctly labeled as an Individual or Organization
If your Constituent is Inactive or Deceased, ensure this is displayed next to their Constituent ID number
Click on the Profile Tab and look at the Basic Info section
Verify the correct Status is listed
Verify the Informal Name is how you are expecting it to appear
Verify the Formal Name is how you are expecting it to appear
Verify the Envelope Name is how you are expecting it to appear
Verify the Recognition Name is how you are expecting it to appear
If anything is incorrect, record the information to the Revisions Needed List. Use specific examples (ID, examples of what is incorrect) and record what should be present in the record.
WARNING: This standardization will NOT continue once your database is live. The Live database will reflect the default naming schemes below. You will need to manually update future Constituents.
Individuals
Name Field | Default Format | Example |
Informal Name | FirstName | John |
Formal Name | Prefix LastName | Mr. Smith |
Envelope Name | Prefix FirstName LastName Suffix | Mr. John Smith Jr. |
Recognition Name | Prefix FirstName MiddleName LastName Suffix | Mr. John H. Smith Jr. |
Organizations
Name Field | Default Format | Example |
Informal Name | FirstName of Primary Contact | John |
Formal Name | Prefix and LastName of Primary Contact | Mr. Smith |
Envelope Name | Primary Contact Name | Mr. John Smith Jr. |
Recognition Name | Organization Name | ABC Construction, Inc. |