Report Name for couples with different last names
I am creating a profile for a married couple with two different last names (NOT a hyphenated name!) I put the husband in profile 1 and wife in profile 2. I want the joint name to appear in under Name in the Fund Associations tab, but to get the combined name into the Report Name box (in Profile 1 tab) I need to pull it manually, but it should pull in from the Joint/Alternate name box on the Salutations tab. Seems this should be automatic.
Ruth Bender
shared this idea
AdminLeAnn M Hillman
(Product Manager, Fusion Laboratories, LLC - NPact Endowment Manager, Grant Edge NXT, Spectrum NXT)
responded
When adding a spouse in Profile 2 in the Parter fields, the Report Name in Profile 1 tab does update to reflect both persons' last name and does pull in from the Joint/Alternate name box on the Salutations tab. The names are also updated on the Fund association Name field as seen in the Fund Module, Fund association tab.
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