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:

  1. In the Customization > Customers > 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

  2. 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.

  3. Click Preview and preview a name with your template applied.

  4. Click Save.

To customize the address template:

  1. In the Customization > Customers > Persons > Options section, view the current address template under Address Template. The following placeholders are used:

    • [StreetAddress]

    • [PostOfficeBox]

    • [City]

    • [State]

    • [PostalCode]

    • [Country]

  2. Modify the current template using the placeholders in the desired order and separating them as you need.

  3. Click Preview and preview an address with your template applied.

  4. TIP: If you want to roll back your changes, click Set Default.

  5. Click Save.