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.
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.
What the person usually goes by.
The legal first name of the person, if different from their first name.
Nicknames are optional names. They are shown on the person's profile page.
Using First, Given, and Nickname
Everyone knows this guy as
, and he calls himself
. If an email were sent to him addressed to
it would feel out of place. So we enter
as his first name.
Tom gives to the church, but his check says
on it. Since everyone knows him as
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
as his Given Name, so his profile will show up in a search for
Eventually, we get very close with Tom and start calling him
after our favorite sci-fi superhero. So, we put
in as his nickname.
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
There are no rows in this table
When Done, Complete Task Below
Define Name Prefix
(Built-In Personal Fields)
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