SALUTATION_CODE (Validation)

Used to help identify and track multiple customized salutations for gift/pledge acknowledgements and also in Customers.

iMIS allows you to create salutation codes that add salutation text to customer records. The assigned text is used for customizing acknowledgements for gifts, pledges, and letters. Before you can assign salutation codes to customers, you need to set up the Salutation Code table and enter the salutation codes and descriptions.

Note: If the Upper/Lower option is enabled in the System Setup window, then all values entered in the Salutation field convert automatically to upper/lowercase. If the Upper/Lower option is disabled, then the text is saved as it is entered.

Customers

Location

Display field

iMIS table

Salutations (from Customers, select Manage customers, and select Salutations tab)

Salutation Code

Name_Salutation.SALUTATION_TYPE

Fundraising

Location

Display field

iMIS table

Notification (from Customers, select Manage customers, and select Notification tab)

Salutation Code

Name_Notify.SALUTATION_CODE

Acknowledgement Info (from Fundraising, select Enter and edit gifts, enter record, and click Acknowledge)

Salutation Code

Trans.SALUTATION_CODE

Display Name Editor content item

Location

Display field

iMIS table

The content item can be added to any content record

Field label is configurable

Name_Salutation.SALUTATION_TYPE