Nickname vs. First Name

When a nickname is used in a profile, there may be some confusion on whether the nickname is used or when the first name is used in reports. The following list will help provide clarity regarding what profile field (nickname or first name) feeds the following reports. 

 

Expected Behavior for Mail Merges:

Emails
Nickname

Statements
[name] = first name and last name
[first_name] = nickname
[name-incl-middle] = first name, middle, and last name

Directory
Nickname

Mailing Labels
Nickname

Export > Name Tags
Nickname

Export > Excel Will include First, Last, Middle, Maiden and Nickname if "Name" is included in Excel file.

Letter
Nickname

Check-in > Name Tag
Nickname

 

Expected Behavior when a Member Joins via Member Access:

When a member creates a user from a link/giving page/login page, it asks them for a Full Name and Email Address. This information must match the information on a profile. It will count as a match whether they type their legal first name or their nickname, as long as it is on their profile in Breeze. 

Was this article helpful?
1 out of 1 found this helpful

Comments

0 comments