How to use the Family Name field in Redtail

What individual should have the Family Name listed?
The Head of Household (Family Head)

What happens if BOTH spouses have the same Family Name listed?
If both spouses have a family name, when a mail merge is ran off of the family name, then two exact letters, envelopes or whatever is being merged will be generated. This is why we at Redtail recommend ONLY putting the family name on the head of household record.

Can a mail merge be run off of the Family Name?

If Family Names are not being utilized, how can they be added?
By clicking the Edit button under the basic information section on the Contact Overview:


You'll then see the Basic Information dialog, ready for editing:


Just type the Family Name you want to use for that family in the highlighted field above and then click Save Contact Basics.  

Some examples of Family Names you might use for the Family Head of a married couple are:

John and Jane Doe
Mr. and Mrs. John Doe
Mr. and Mrs. Doe

For a single Family Head, some examples include:

John Doe
Mr. John Doe

We just recommend using the convention for your Family Names that you would want to appear on an Address Label or in a Salutation for a merged document.

Should Family Names be used with contacts that are single?
Redtail recommends that a Family Name be used with EACH head of household, including those that are single, to ensure that no Contacts are missed when generating a mail merge from the Family Name field.

Was this article helpful?
7 out of 7 found this helpful
Have more questions? Submit a request


Powered by Zendesk