It is easy to import a client’s first name and last name without calculating their full name or determining their salutation. The Full Name function examines the client’s first name against a list of over 1000 common name and suggests a Salutation (male first names suggest Mr and females suggest Ms) and calculates the new Full Name where the salutation is blank. Changing a set of clients this way is much faster than updating them individually. Only Group Managers or Administrators have the ability to clean clients.
- Click the Action button and choose Clean Clients. Click the Full Name tab.
- Click Preview to view only the fields that will be changed. Fields that are unchanged remain blank. Ensure the clients and new values are correct as the update cannot be undone.
- Click Update. Every Marked Client will now have that field changed to the new value.
Options
You may want to perform a Backup before updating.
Click Options-Clear All Marked Clients before selecting a new set of Marked Clients to ensure no Clients are accidentally updated. Use the shift, command and control keys if necessary to highlight the Clients and click the Marked button to Mark as many Clients as desired