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  • Ability to set Nickname as Preferred Name
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Author Topic: Ability to set Nickname as Preferred Name  (Read 6847 times)

petednz

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Ability to set Nickname as Preferred Name
September 21, 2008, 03:07:23 pm
Hi - as we tie our system more closely to the Electoral Roll I am looking for a way to set Nickname to be 'preferred'. That way we can use First Name for the name as it comes from the Electoral Roll, but have nickname as the one we use in personalised emails, labels etc. (eg Michael in First Name and Mike in Nickname). Thanks
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Dave Greenberg

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Re: Ability to set Nickname as Preferred Name
September 22, 2008, 02:14:18 pm
Peter - Would help to list out the implications of "Nickname as Preferred Name" - what functions would change and how.

(Note that I'm pretty sure you can set the Mailing Label configuration to use Nickname instead of First Name.)
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petednz

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Re: Ability to set Nickname as Preferred Name
September 22, 2008, 03:49:46 pm
I guess I am thinking that if a checkbox sat next to the Nickname field, so it could be set to be the preferred 'first name' then it would be used in the following situation
- Summary Page
- Mailing Label
- would be returned if searched for in "First Name' in Find Member/Adv Search (ie 'First Name' functions as "FIrst Name plus NickName if nickname set to default"
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Donald Lobo

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Re: Ability to set Nickname as Preferred Name
September 22, 2008, 04:03:29 pm

in 2.1, the ability to search nickname is optional and can be enabled

check: http://drupal.demo.civicrm.org/civicrm/admin/setting/misc?reset=1

this feature was contribute thanx to the HRD project

lobo
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Dave Greenberg

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Re: Ability to set Nickname as Preferred Name
September 22, 2008, 04:13:35 pm
... which means you can maybe "have your cake" now (more or less) - by:

1. customizing the Contact Summary tpl a bit:
{if $nick_name} ... replace display_name with nick_name and first_name ...

2. modify the mailing label config to include the nickname instead of first name token  (but you'd have to have a convention that the nickname is ALWAYS populated - either with a true nickname or a clone of the first name if no special nickname is needed / available).

Otherwise - I think you'll need to work with Chris to get the "full feature as described" added in.
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petednz

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Re: Ability to set Nickname as Preferred Name
September 22, 2008, 04:26:37 pm
Thanks for pointer - had realised that labels would only work with a 'one size fits all' approach.
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petednz

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Re: Ability to set Nickname as Preferred Name
September 22, 2008, 04:37:03 pm
Quote from: Donald Lobo on September 22, 2008, 04:03:29 pm

in 2.1, the ability to search nickname is optional and can be enabled

check: http://drupal.demo.civicrm.org/civicrm/admin/setting/misc?reset=1

this feature was contribute thanx to the HRD project

lobo

Oh - had'nt spotted this post above dave's - good news. thanks to you and them.
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daybell

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Re: Ability to set Nickname as Preferred Name
February 11, 2010, 07:51:09 am
Quote from: Dave Greenberg on September 22, 2008, 04:13:35 pm
... which means you can maybe "have your cake" now (more or less) - by:

1. customizing the Contact Summary tpl a bit:
{if $nick_name} ... replace display_name with nick_name and first_name ...


Is there any way to do this directly in a civiMail message, so instead of:

Dear {contact.nick_name},

It would pick the nick name token if there was an entry, otherwise would use the first name token?

Donald Lobo

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Re: Ability to set Nickname as Preferred Name
February 11, 2010, 03:15:51 pm

check:

http://civicrm.org/node/637

u might be able to adapt that code

lobo
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Dave Greenberg

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Re: Ability to set Nickname as Preferred Name
February 11, 2010, 05:50:52 pm
You can also do this in recent versions by setting the Email Greeting field for contacts where you want to use nickname to that value - and then using the Email Greeting token - {contact.email_greeting} in your email(s).
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petednz

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Re: Ability to set Nickname as Preferred Name
February 11, 2010, 05:57:07 pm
An issue we will have to deal with shortly involves this (again) but of course the preference is for the system to degrade nicely ie if they don't have a nickname then use First name - i daresay a cron that just fills any empty nickname fields with first would be one route - any others?
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  • CiviCRM Community Forums (archive) »
  • Old sections (read-only, deprecated) »
  • Discussion (deprecated) »
  • Feature Requests and Suggestions »
  • Usability Improvements (Moderator: Dave Greenberg) »
  • Ability to set Nickname as Preferred Name

This forum was archived on 2017-11-26.