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