Addressee & Salutation Best Practices

Erin Van Egmond

We are currently looking at our addressee and salutation structure and wanting to modify/simplify it. We have too my "types" that are too similar to one another and don't make sense when pulled into reports, etc. Would you be willing to share your institutions addressee and salutation types with examples, as we begin to restructure this area of our database?


Thank you!


Erin Van Egmond

Grand Rapids Community College

Grand Rapids, Michigan

JoAnn Strommen

Erin,

Many of us have provided this info in previous posts.  I personally don't have time right now to elaborate on mine (and the disorganization I've inherited) but if you search the forum for posts on this topic you should find some helpful info.  I will what I like is about 8 formats, mix of single and couple/formal and informal/last name,first name, at the top of the dropdown.  


Best wishes.  It's a challenging clean up project. 

Keri Barnhart

Erin - 

Are you asking about the formulas that go into the Add/Sal the database figures out that you can then assign to a specific category, or are you trying to figure out the categories themselves?


I think these are similar questions with different approaches Certainly the database backend formulas have had a lot of discussion in recent years, if you care to search.


I did a huge overhaul of my previous organization's add/sal lists, and looked at reducing the categories to remove redundancy. So I know there's at least one or two threads where I ask for advice or pop up with my own hard-earned wisdom. In my current organization, there's barely any usage of them, beyond Primary and Acknowledgement categories. It looks like the backend formulas are all default. YAY. This was such a bugbear of mine...