Salutations & Lists

Written by Nick Miles

Last published at: October 30th, 2019

Salutations and Lists

CommunitySuite includes many fields within Profiles to customize how names display in different places within the system. Below are context and examples of how to set up names in a Profile.


Search pulls from the Individual name fields and the full Legal Name fields


Individual Name: The name you call the person most i.e. “Jon Smith.” All name components are stored as separate field. You can include middle name and prefix/suffix.

Legal Name: Full name on their birth certificate i.e. “Jonathon Wright Smith.” One field is stored so enter full name.

Legal First Name: Just the First name used in full Legal Name. i.e. Jonathon

Salutation: Name that you use to address someone in a letter i.e. “Jon” or “Mr. Smith” (can only choose one). If this field is blank it will pull Mailing Label name first. If Mailing Label name is blank it will pull first and last name with prefix.

Mailing Label: The name that goes along with the address on an envelope. i.e. “Mr. Jon Smith” or “Jon Smith”. If blank, will pull Individual Name - first and last name, but no prefix.


Household Examples:

Household Name:Jon and Jane Smith

Legal Name: Jonathan and Jane Smith

Salutation: Jon and Jane; or

Mr. and Mrs. Smith

Mailing Label: Jon and Jane Smith; or

Mr. and Mrs. Smith; or

Mr. and Mrs. Jon Smith


For Organizations, all fields should be the same:

Organization Name: General Hospital

Legal Name: General Hospital

Salutation: General Hospital

Mailing Label: General Hospital


Print Envelope Function 

Individual: Pulls Mailing Label Name for Addressee. You will have the option to choose any other addresses included on this profile. To address an individual at their work organization, add work org and work address to profile, mark work address as mailing. Remember if the field is blank, it will pull Individual Name - first and last name, but no prefix.


Household: Pulls Mailing Label Name for Household. If the field is blank it will pull the Household Name.


Organization: Pulls Org Name for Addressee. To include a person, add a Contact to the Organizational Profile.


Address Types

Address Type is a user-defined field. The examples above reference Seasonal addresses but you can edit this menu to anything your organization chooses.


🗹Add Address Types: Profiles→ Profile Types→ Add Address Type

🗹Select Address Type ID→ Mark 🗹 Work for address type that is Office or Work


Mailing Lists

CSV files can be exported from Profiles Filtered Lists to be used for Mailings. Each Profile in the criteria is listed as a separate line whether Individual, Household or Organization profiles though these types of profiles can be filtered in or out. Only the Primary address is exported.


CSV files can also be exported from Campaign Invitee Lists. When you choose the Mailing Labels CSV, all addresses marked as mailing on the profile will be included. The same will happen if you choose to create Mailing Labels from the Campaign. The list will also export Individual, Household or Organization profiles as individual lines.


Communications Check-List


Here are lists of fields that impact mailings, what they mean, and things to consider when editing addresses:


Individual Profile: 

🗹Individual Profile Name

🗹Legal Name

Legal First Name

🗹Salutation

🗹Mailing Label

🗹Work Organization (if you want to mail them at work, or if you want to mail their work with the individual on mailing label)

🗹Work Title (if you want to mail them at work, or if you want to mail their work with the individual on mailing label)

🗹Primary Address

🗹Work Address (marked as mailing if you want it to pull into campaigns)

🗹Seasonal Address (marked as mailing if you want to pull it into campaigns)


Household Profile:

🗹Household Profile Name

🗹Legal Name

🗹Salutation

🗹Mailing Label

🗹Primary Address

🗹Seasonal Address (marked as mailing if you want to pull it into campaigns)


Organizational Profile:

🗹Organization Name

🗹Contact Name and Contact Title

🗹Legal Name

🗹Salutation

🗹Mailing Label

🗹Primary Address

🗹Alternate Address (marked as mailing if you want it to pull into campaigns)