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Change How Names Display on Mailings

CAUTION: This process alters data. We recommend backing up your data before proceeding.
With the Change Names process, you can:
  • Remove initials in mailing names, formal salutations, and/or informal salutations
  • Change "M/M" to "Mr. & Mrs." or "Mr. and Mrs." in names, mailing names, and formal salutations
  • Move middle names and initials to the Middle Name/Initial field
  1. On the File menu, click System Processes > Change Names.
  2. Select the name change options you want to make.
  3. Click Process.

Watch & Learn

Learn to clean up family and member names using the Change Names system process. 4 min 47 sec

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