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Planning Center Online Migration Guide
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Built-in Personal Fields

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Name Prefix

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Background: First Name, Given Name, and Nicknames

People go by lots of different names. Their given, legal name may not be the name people use when referring to them, and they might even have a nickname some like to call them. You can show all these name options on a person's profile.
To add a different name option for a person, from their profile and click + to see other name options.
edit profile
The Prefix, Middle Name, and Suffix are great to use when you have people with similar names. But for people who are called different names, use First Name, Given Name, and Nickname to help you find them in the database.
First Name: What the person usually goes by.
Given Name: The legal first name of the person, if different from their first name.
Nickname: Nicknames are optional names. They are shown on the person's profile page.
Using First, Given, and Nickname
Everyone knows this guy as Tom, and he calls himself Tom. If an email were sent to him addressed to Thomas, it would feel out of place. So we enter Tom as his first name.
tom berg
Tom gives to the church, but his check says Thomas Anderson on it. Since everyone knows him as Tom, and Tom is what we want to see in most places in Planning Center, we won't change his first name in the database. Instead, we add Thomas as his Given Name, so his profile will show up in a search for Thomas Anderson in .
tom thomas berg
Eventually, we get very close with Tom and start calling him Neo after our favorite sci-fi superhero. So, we put Neo in as his nickname.
tom thomas neo berg
Now we can search for Tom using any of the names listed on his profile!

Defining Name Prefix

Action Step: Create a list of prefixs that you will use and add them to the table below
Name Prefix
Prefixs
1
Mr.
2
Mrs.
3
Ms.
4
Dr.
5
Rev.
6
Rev. Dr.
7
Mx.
8
There are no rows in this table

When Done, Complete Task Below
Done
Task
1
Define Name Prefix (Built-In Personal Fields)
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