From a9d96ec65ba31c0c00b8ed1e5092410ab69a278e Mon Sep 17 00:00:00 2001 From: Sarah Poger Gladstone Date: Tue, 28 May 2019 02:40:32 -0400 Subject: [PATCH] Updated Formal Greeting Examples (markdown) --- Formal-Greeting-Examples.md | 50 ++++++++++++++++++++++++++----------- 1 file changed, 35 insertions(+), 15 deletions(-) diff --git a/Formal-Greeting-Examples.md b/Formal-Greeting-Examples.md index 45298c4..1a39ed6 100644 --- a/Formal-Greeting-Examples.md +++ b/Formal-Greeting-Examples.md @@ -1,29 +1,30 @@ ## Overview -For the "formal" tokens: +For the formal tokens * "Formal: Mr. and Mrs. Kline" {greetings.joint_formal} in a CiviCRM message template * "Formal with first name: Mr. and Mrs. Michael Kline" {greetings.joint_formal_firstname} in a CiviCRM message template There is a fair amount of nuance to what the result will look like. This is because there is a fair amount of nuance in real life etiquette, as described at http://emilypost.com/advice/guide-to-addressing-correspondence/ +**Data Requirements for individuals to be addressed as a couple** + * The "spouse of" relationship between 2 contacts is active/enabled and neither contact is marked as deceased. -**Data Requirements:** +**Data Requirements for individuals (in a couple or not) ** + * The individual contact has "individual prefix" and/or "gender" filled in. + +**Data Requirements for couples to get "Mr. and Mrs. style results** * The "spouse of" relationship between 2 contacts is active/enabled and neither contact is marked as deceased. * One contact in the 'spouse of' relationship has gender filled in as "Female" * The other contact in the 'spouse of' relationship has gender filled in as "Male" * Each contact in the "spouse of" relationship has an identical last name * The female contact has no "individual prefix" filled in, or is filled in as "Mrs." - -## greetings.joint_formal_firstname + +## greetings.joint_formal_firstname examples The result of the token "Formal with first name" depends on your CiviCRM data. Some examples: -**Result:** Mr. and Mrs. Michael Kline - - - -If the "spouse of" relationship between 2 contacts is active/enabled and neither contact is marked as deceased, YET the above data requirements are not met, then the token result will be one of the following examples: - + * Mr. and Mrs. Michael Kline (no one has a title, same last names, one male, one female) + * Dr. and Mrs. Michael Kline (one has a title, same last names, one male, one female) * Mr. Michael Kline and Ms. Judith Smith (no one has a title, different last names) * Ms. Judith Smith and Mr. Michael Kline (no one has a title, different last names) * Mr. Michael Kline and Ms. Judith Smith-Klein (no one has a title, different last names) @@ -31,11 +32,30 @@ If the "spouse of" relationship between 2 contacts is active/enabled and neither * Mr. Michael Kline and Mr. Jeff Smith (no one has a title, different last names) * Mr. Jeff Smith and Mr. Michael Kline (no one has a title, different last names) * Mrs. Judith Smith and Mrs. Hannah Smith (both have a title of "Mrs.", same last name) - * Dr. Judith Smith and Mr. Micheal Smith (One person has a title, same last name) - * Dr. Judith Smith and Mr. Micheal Kline (One person has a title, different last names) - * Dr. Judith Smith and Dr. Micheal Smith (Both people have a title, same last name) - * Dr. Micheal Smith and Dr. Judith Smith (Both people have a title, same last name) + * Dr. Judith Smith and Mr. Michael Smith (One person has a title, same last name) + * Dr. Judith Smith and Mr. Michael Kline (One person has a title, different last names) + * Dr. Judith Smith and Dr. Michael Smith (Both people have a title, same last name) + * Dr. Michael Smith and Dr. Judith Smith (Both people have a title, same last name) + * Ms. Judith Smith (single, no title, female gender) + * Mr. Michael Kline (single, no title, male gender) + * Dr. Judith Smith (single, has a title) + -## greetings.joint_formal +## greetings.joint_formal examples + * Mr. and Mrs. Kline (no one has a title, same last names, one male, one female) + * Dr. and Mrs. Kline (one has a title, same last names, one male, one female) + * Mr. Kline and Ms. Smith (no one has a title, different last names) + * Ms. Smith and Mr. Kline (no one has a title, different last names) + * Mr. Kline and Ms. Smith-Klein (no one has a title, different last names) + * Ms. Smith-Klein and Mr. Kline (no one has a title, different last names) + * Mr. Michael Kline and Mr. Jeff Smith (no one has a title, different last names) + * Mr. Smith and Mr. Kline (no one has a title, different last names) + * Mrs. Smith and Mrs. Smith (both have a title of "Mrs.", same last name) + * Dr. Smith and Mr. Smith (One person has a title, same last name) + * Dr. Smith and Mr. Kline (One person has a title, different last names) + * Dr. Smith and Dr. Smith (Both people have a title, same last name) + * Ms. Smith (single, no title, female gender) + * Mr. Kline (single, no title, male gender) + * Dr. Smith (single, has a title)