Specifying Full Name and Address templates for Persons
You can specify the templates for auto-populating the Full Name field and Address fields in new Person records.
To customize the name template:
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In the Workflow and Business Logic > Organization Management > Persons > Options section, view the current name template under Full Name Template.
The following placeholders are used:
- F: The first name
- M: The middle name
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L: The last name
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Select another template from the list or enter a new template by typing F, M, and L in the desired order, separating them as you need.
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Click Preview and preview a name with your template applied.
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Click Save.
To customize the address template:
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In the Workflow and Business Logic > Organization Management > Persons > Options section, view the current address template under Address Template. The following placeholders are used:
- [StreetAddress]
- [PostOfficeBox]
- [City]
- [State]
- [PostalCode]
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[Country]
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Modify the current template using the placeholders in the desired order and separating them as you need.
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Click Preview and preview an address with your template applied.
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Click Save.
TIP: If you want to roll back your changes, click Set Default.