How to Fix an Addressee’s Name

How to Fix an Addressee’s Name

When examining this part of an address block, ask yourself these questions:

  • Does it appear the way the recipient would want it to?
  • Is it too formal? Not formal enough for the recipient?
  • Is it spelled and formatted correctly?

To fix anything wrong with this:

How to Fix a Household Addressee

  1. Go to the Contact workspace
  2. Click the Households button.
  3. Type the name of the household into the search bar and hit Enter.
  4. Click the Edit button on the household. The household’s Edit window will open.
  5. Make any corrections you need to make in the Addressee field.
  6. Click OK when finished.

How to Fix an Individual Addressee

  1. Go to the Contact workspace.
  2. Click the Contacts button.

      Note:

    • In G5 Contacts are what we call Individuals. Not to be confused with the Contact workspace, which is where all the household and contact records are at.
  3. Type the Contact’s Last Name into the Search Bar and hit Enter.
  4. Click the Edit button that appears when you hover the mouse on the that person’s line.
  5. Update the Title, First Name, Initials, Last Name, and Affix fields as needed.
  6. Click OK when finished.

    • Related Articles

    • How to Fix a Greeting Line

      How to Fix a Household’s Greeting Line Go to the Contact workspace. Click the Households button. Type the name of the household into the search bar and hit Enter. Click the Edit button on the household. The household’s Edit window will open. Make any ...
    • How to Use Today’s Agenda

      Today’s Agenda is the Scheduler’s counterpart on the Home workspace. It shows you the Open Scheduled Items Due Today. It also shows you all Overdue Schedule Items as well. By default, Today’s Agenda looks at today. However, you can change the date it ...
    • G5 Letter Merge Fields

      Note: If the recipient is a household, contact specific fields will use the head of household’s fields. If you are needing to copy and paste the merge fields into a letter, please download the attached file at the bottom of this article and copy the ...
    • G5 Email Merge Fields

      This is a list of all available merge fields for use with the instructions in  How to Send a Mass Email in G5 . Expression Description ${dear} Recipient’s Dear field ${advisorMergeField} Recipient’s Advisor ${birthdaySummaryString} Recipient’s ...
    • Tokens that can Merge in G5 Rules

      Token Definition Position The Recipient’s position field (Note: This is for their business position) Title The Recipient’s title field (Mr., Mrs., Prof., Dr., etc.) Title2 The Recipient’s spouse’s title AdvNicknameOrNames The Recipient’s advisor’s ...