The following fields are used for each Person in the database:
- This is the formal way to address this person - Dr., Senator, The Honorable, etc.
- Use the legal first name of this person, as it would appear in a tax-deduction thank-you letter and in published acknowledgements of their gifts. You will also include their preferred name (see below).
- Middle Name or Initial. While this is not mandatory, it may help with common names like Tom Miller.
- Include only the last name, not any additional information like 'Jr.' which will appear in the next field.
- any additional component of their legal name, such as Jr., Sr., MD, etc.
- Enter their nickname or how they prefer to be addressed. This will help anyone who contacts them do so more personally (Such as 'Billy' for 'William.' If the Preferred Name field is not filled out, their First Name will automatically be entered here.
- If the person has an unusual First or Last name, spell it phonetically here. We recommend you utilize capital letters to emphasize which syllable should be accented. For example: If the name is the American girl's name Michelle, you would spell it phonetically MI-shell. If it was the French boys name Michel, you would spell it phonetically mi-SHELL. Using a 'sounds-like' tip can be extremely helpful with unusually pronounced names and can avoid embarrassing mispronunciations: such as a woman named 'Kara' may have a note here that says 'rhymes with Bear-a'
- Enter the date they were born so you know how old they are and when their birthday is each year.
- Each individual Person record has an individual ID Number assigned to it. This number has no relation to the much more frequently referenced Master ID Number attached to their Household or Organization