How to handle deadnames?
Are there any recommendations with how to store the deadname of a contact that is undergoing a gender change? i.e. They have not yet changed their legal first name and we want to communicate with them using their (corrected) first name, but legal/financial documents must use their deadname.
contacts
asked 13 hours ago
bgmbgm
1,388413
add a comment |
Are there any recommendations with how to store the deadname of a contact that is undergoing a gender change? i.e. They have not yet changed their legal first name and we want to communicate with them using their (corrected) first name, but legal/financial documents must use their deadname.
contacts
asked 13 hours ago
bgmbgm
1,388413
Interesting question! Another exemple that happens to us is people who have a legal name like "María Concepción" but colloquially say "Conchi". We must address her as Conchi but for the presentation of taxes we must do so with the legal name "María Concepción". At the moment we store this information in a couple of custom fields "Legal Name" and "Legal Lastname"
– Francesc Bassas i Bullich
13 hours ago
add a comment |
Are there any recommendations with how to store the deadname of a contact that is undergoing a gender change? i.e. They have not yet changed their legal first name and we want to communicate with them using their (corrected) first name, but legal/financial documents must use their deadname.
contacts
asked 13 hours ago
bgmbgm
1,388413
Are there any recommendations with how to store the deadname of a contact that is undergoing a gender change? i.e. They have not yet changed their legal first name and we want to communicate with them using their (corrected) first name, but legal/financial documents must use their deadname.
contacts
contacts
asked 13 hours ago
bgmbgm
1,388413
asked 13 hours ago
bgmbgm
1,388413
asked 13 hours ago
bgmbgm
1,388413
asked 13 hours ago
bgmbgm
1,388413
asked 13 hours ago
bgmbgm
1,388413
1,388413
Interesting question! Another exemple that happens to us is people who have a legal name like "María Concepción" but colloquially say "Conchi". We must address her as Conchi but for the presentation of taxes we must do so with the legal name "María Concepción". At the moment we store this information in a couple of custom fields "Legal Name" and "Legal Lastname"
– Francesc Bassas i Bullich
13 hours ago
add a comment |
Interesting question! Another exemple that happens to us is people who have a legal name like "María Concepción" but colloquially say "Conchi". We must address her as Conchi but for the presentation of taxes we must do so with the legal name "María Concepción". At the moment we store this information in a couple of custom fields "Legal Name" and "Legal Lastname"
– Francesc Bassas i Bullich
13 hours ago
Interesting question! Another exemple that happens to us is people who have a legal name like "María Concepción" but colloquially say "Conchi". We must address her as Conchi but for the presentation of taxes we must do so with the legal name "María Concepción". At the moment we store this information in a couple of custom fields "Legal Name" and "Legal Lastname"
– Francesc Bassas i Bullich
13 hours ago
Interesting question! Another exemple that happens to us is people who have a legal name like "María Concepción" but colloquially say "Conchi". We must address her as Conchi but for the presentation of taxes we must do so with the legal name "María Concepción". At the moment we store this information in a couple of custom fields "Legal Name" and "Legal Lastname"
– Francesc Bassas i Bullich
13 hours ago
add a comment |
1 Answer
1
active
oldest
votes
A custom field works well, but I would also consider repurposing the nickname field via Word Replacements, since you can enable QuickSearch on nickname.
With regard to legal/financial documents, I'd probably repurpose the postal and email greetings for normal communications and communications requiring the deadname. If you're already using those, you could also create a deadname salutation using the Salutations extension.
answered 11 hours ago
Jon G - Megaphone TechJon G - Megaphone Tech
26.2k11770
Instead of Word Replacements you can update the display and sort name format to include{contact.nick_name}. At admin - customize - display preferences.
– Demerit
9 hours ago
Would use use the deadname as the main contact name? I would be tempted to use nickname/legal_name, for example, as the deadname, and customize the contribution receipts to use it if it exists.
– bgm
9 hours ago
No, I'd use their current first name as their contact name.
– Jon G - Megaphone Tech
7 hours ago
add a comment |
Your Answer
StackExchange.ready(function() {
var channelOptions = {
tags: "".split(" "),
id: "605"
};
initTagRenderer("".split(" "), "".split(" "), channelOptions);
StackExchange.using("externalEditor", function() {
// Have to fire editor after snippets, if snippets enabled
if (StackExchange.settings.snippets.snippetsEnabled) {
StackExchange.using("snippets", function() {
createEditor();
});
}
else {
createEditor();
}
});
function createEditor() {
StackExchange.prepareEditor({
heartbeatType: 'answer',
autoActivateHeartbeat: false,
convertImagesToLinks: false,
noModals: true,
showLowRepImageUploadWarning: true,
reputationToPostImages: null,
bindNavPrevention: true,
postfix: "",
imageUploader: {
brandingHtml: "Powered by u003ca class="icon-imgur-white" href="https://imgur.com/"u003eu003c/au003e",
contentPolicyHtml: "User contributions licensed under u003ca href="https://creativecommons.org/licenses/by-sa/3.0/"u003ecc by-sa 3.0 with attribution requiredu003c/au003e u003ca href="https://stackoverflow.com/legal/content-policy"u003e(content policy)u003c/au003e",
allowUrls: true
},
noCode: true, onDemand: true,
discardSelector: ".discard-answer"
,immediatelyShowMarkdownHelp:true
});
}
});
Sign up or log in
StackExchange.ready(function () {
StackExchange.helpers.onClickDraftSave('#login-link');
});
Sign up using Google
Sign up using Facebook
Sign up using Email and Password
Post as a guest
Required, but never shown
StackExchange.ready(
function () {
StackExchange.openid.initPostLogin('.new-post-login', 'https%3a%2f%2fcivicrm.stackexchange.com%2fquestions%2f28360%2fhow-to-handle-deadnames%23new-answer', 'question_page');
}
);
Post as a guest
Required, but never shown
1 Answer
1
active
oldest
votes
1 Answer
1
active
oldest
votes
active
oldest
votes
active
oldest
votes
A custom field works well, but I would also consider repurposing the nickname field via Word Replacements, since you can enable QuickSearch on nickname.
With regard to legal/financial documents, I'd probably repurpose the postal and email greetings for normal communications and communications requiring the deadname. If you're already using those, you could also create a deadname salutation using the Salutations extension.
answered 11 hours ago
Jon G - Megaphone TechJon G - Megaphone Tech
26.2k11770
Instead of Word Replacements you can update the display and sort name format to include{contact.nick_name}. At admin - customize - display preferences.
– Demerit
9 hours ago
Would use use the deadname as the main contact name? I would be tempted to use nickname/legal_name, for example, as the deadname, and customize the contribution receipts to use it if it exists.
– bgm
9 hours ago
No, I'd use their current first name as their contact name.
– Jon G - Megaphone Tech
7 hours ago
add a comment |
A custom field works well, but I would also consider repurposing the nickname field via Word Replacements, since you can enable QuickSearch on nickname.
With regard to legal/financial documents, I'd probably repurpose the postal and email greetings for normal communications and communications requiring the deadname. If you're already using those, you could also create a deadname salutation using the Salutations extension.
answered 11 hours ago
Jon G - Megaphone TechJon G - Megaphone Tech
26.2k11770
Instead of Word Replacements you can update the display and sort name format to include{contact.nick_name}. At admin - customize - display preferences.
– Demerit
9 hours ago
Would use use the deadname as the main contact name? I would be tempted to use nickname/legal_name, for example, as the deadname, and customize the contribution receipts to use it if it exists.
– bgm
9 hours ago
No, I'd use their current first name as their contact name.
– Jon G - Megaphone Tech
7 hours ago
add a comment |
A custom field works well, but I would also consider repurposing the nickname field via Word Replacements, since you can enable QuickSearch on nickname.
With regard to legal/financial documents, I'd probably repurpose the postal and email greetings for normal communications and communications requiring the deadname. If you're already using those, you could also create a deadname salutation using the Salutations extension.
answered 11 hours ago
Jon G - Megaphone TechJon G - Megaphone Tech
26.2k11770
A custom field works well, but I would also consider repurposing the nickname field via Word Replacements, since you can enable QuickSearch on nickname.
With regard to legal/financial documents, I'd probably repurpose the postal and email greetings for normal communications and communications requiring the deadname. If you're already using those, you could also create a deadname salutation using the Salutations extension.
answered 11 hours ago
Jon G - Megaphone TechJon G - Megaphone Tech
26.2k11770
answered 11 hours ago
Jon G - Megaphone TechJon G - Megaphone Tech
26.2k11770
answered 11 hours ago
Jon G - Megaphone TechJon G - Megaphone Tech
26.2k11770
answered 11 hours ago
Jon G - Megaphone TechJon G - Megaphone Tech
26.2k11770
26.2k11770
Instead of Word Replacements you can update the display and sort name format to include{contact.nick_name}. At admin - customize - display preferences.
– Demerit
9 hours ago
Would use use the deadname as the main contact name? I would be tempted to use nickname/legal_name, for example, as the deadname, and customize the contribution receipts to use it if it exists.
– bgm
9 hours ago
No, I'd use their current first name as their contact name.
– Jon G - Megaphone Tech
7 hours ago
add a comment |
Instead of Word Replacements you can update the display and sort name format to include{contact.nick_name}. At admin - customize - display preferences.
– Demerit
9 hours ago
Would use use the deadname as the main contact name? I would be tempted to use nickname/legal_name, for example, as the deadname, and customize the contribution receipts to use it if it exists.
– bgm
9 hours ago
No, I'd use their current first name as their contact name.
– Jon G - Megaphone Tech
7 hours ago
Instead of Word Replacements you can update the display and sort name format to include
{contact.nick_name}. At admin - customize - display preferences.– Demerit
9 hours ago
Instead of Word Replacements you can update the display and sort name format to include
{contact.nick_name}. At admin - customize - display preferences.– Demerit
9 hours ago
Would use use the deadname as the main contact name? I would be tempted to use nickname/legal_name, for example, as the deadname, and customize the contribution receipts to use it if it exists.
– bgm
9 hours ago
Would use use the deadname as the main contact name? I would be tempted to use nickname/legal_name, for example, as the deadname, and customize the contribution receipts to use it if it exists.
– bgm
9 hours ago
No, I'd use their current first name as their contact name.
– Jon G - Megaphone Tech
7 hours ago
No, I'd use their current first name as their contact name.
– Jon G - Megaphone Tech
7 hours ago
add a comment |
Thanks for contributing an answer to CiviCRM Stack Exchange!
- Please be sure to answer the question. Provide details and share your research!
But avoid …
- Asking for help, clarification, or responding to other answers.
- Making statements based on opinion; back them up with references or personal experience.
To learn more, see our tips on writing great answers.
Sign up or log in
StackExchange.ready(function () {
StackExchange.helpers.onClickDraftSave('#login-link');
});
Sign up using Google
Sign up using Facebook
Sign up using Email and Password
Post as a guest
Required, but never shown
StackExchange.ready(
function () {
StackExchange.openid.initPostLogin('.new-post-login', 'https%3a%2f%2fcivicrm.stackexchange.com%2fquestions%2f28360%2fhow-to-handle-deadnames%23new-answer', 'question_page');
}
);
Post as a guest
Required, but never shown
Sign up or log in
StackExchange.ready(function () {
StackExchange.helpers.onClickDraftSave('#login-link');
});
Sign up using Google
Sign up using Facebook
Sign up using Email and Password
Post as a guest
Required, but never shown
Sign up or log in
StackExchange.ready(function () {
StackExchange.helpers.onClickDraftSave('#login-link');
});
Sign up using Google
Sign up using Facebook
Sign up using Email and Password
Post as a guest
Required, but never shown
Sign up or log in
StackExchange.ready(function () {
StackExchange.helpers.onClickDraftSave('#login-link');
});
Sign up using Google
Sign up using Facebook
Sign up using Email and Password
Sign up using Google
Sign up using Facebook
Sign up using Email and Password
Post as a guest
Required, but never shown
Required, but never shown
Required, but never shown
Required, but never shown
Required, but never shown
Required, but never shown
Required, but never shown
Required, but never shown
Required, but never shown
Interesting question! Another exemple that happens to us is people who have a legal name like "María Concepción" but colloquially say "Conchi". We must address her as Conchi but for the presentation of taxes we must do so with the legal name "María Concepción". At the moment we store this information in a couple of custom fields "Legal Name" and "Legal Lastname"
– Francesc Bassas i Bullich
13 hours ago