This documentation refers to an older version of CiviCRM (3.4 / 4.0). View latest version.

Aller directement à la fin des métadonnées
Aller au début des métadonnées
This page refers to CiviCRM 3.4 and 4.0, current STABLE version.

Documentation Search


CiviCRM 3.4 and 4.0 Documentation

Support and Participation

Developer Resources


CiviCRM books!

Make sure to check out the FLOSS Manual Understanding CiviCRM as well! You can also support this project by ordering a hard copy.

Or support us by buying an eBook or hard copy of Using CiviCRM from Packt Publishing.

Return to Administrator's Guide

Individual Suffixes Overview

Individual Suffixes provides a way to indicate suffixes to the names of contacts (i.e., Jr. III, etc.). There are a default set of Individual Suffixes pre-installed with CiviCRM: Jr, Sr, II, III, and IV. Use this function to modify or add new Individual Suffixes.

Setup Individual Suffixes

Begin at the Administer CiviCRM page. In the Setup section, choose Individual Suffixes.

You will see a list of existing suffix options (Standard options are Mrs., Ms., Mr. and Dr.). You can create a NEW suffix or you can Edit, Disable or Delete EXISTING suffixes using the links to the right of each suffix.

NEW

To enter a New Individual Suffix, click on the >>New Individual Suffix link at the bottom of the list of options.

Type in the Label, Description and Weight for each option. You can enable/disable the option by checking or unchecking the box labeled Enabled?

Click Save to save the option.

If successful, you will see the message:

The Individual Suffix "PhD." has been saved.

EXISTING

For EXISTING suffixes you can Edit, Disable or Delete each option using the links to the right of each suffix.

EDIT

Selecting Edit will bring you to the Edit Individual Suffix Options page where you can change the Label, Description and Weight for each option. Here you can also enable/disable the option by checking or unchecking the box labeled Enabled?

Click Save to save the option.

If successful, you will see the message:

The Individual Suffix "PhD." has been saved.

DISABLE

Select Disable to temporarily disable an existing Suffix. You will see the warning:

"Are you sure you want to disable this Individual Suffix? Users will not be able to select this value when adding or editing Individual Suffix"

Click OK to continue or Cancel to cancel disabling the suffix.

To re-enable the suffix, simply click on Enable.

DELETE

Select Delete to delete the option. You will be given this warning:

WARNING: Deleting this option will result in the loss of all Individual Suffix related records which use the option. This may mean the loss of a substantial amount of data, and the action cannot be undone. Do you want to continue?

Click Delete to continue or Cancel to cancel the deletion.

Étiquette
  • Aucun