Manage forms of address

Under ‘Forms of address’ in the Organization tree, you manage the forms of address that are used within you community. Forms of address are for example used in the Communication Application. The forms of address you create are based on folders in the Organization. It is also possible to change the Display name in the Oranisation.

Create a form of address

  1. Click ‘Add’.
  2. Behind ‘Folder’, type the name of the folder for which you are creating a form or address. Several suggestions will appear. Choose the intended folder.
    Only one form of address can be created per folder!
  3. Behind ‘Level’, indicate the level of politeness. Options are ‘Formal’, ‘Informal’ or ‘Custom salutation’.
  4. Behind 'Display name', indicate the way you want the names shown in the Oranisation. The same options exist like with 'Level'.
  5. If you choose the option ‘Custom salutation’, two new fields will appear. Behind ‘Salutation’, enter the desired form of address and behind ‘Letterhead’, enter the desired letterhead. You can use advanced placeholders to personalize the form of address even more.
  6. When everything is filled in, click on ‘Save’.

You can create as many forms of address as you want. For each folder, you can create a different form of address. For example, you may choose to address members informally, and external contacts in a more formal manner.

All forms of address that you created are presented in a table. In the table, you can see for which folder the form of address is meant, the level of politeness and the display name that has been chosen.

Edit a form of address

To edit a form of address, click on the name of the folder. You will then see the same screen as when you were creating the form of address. Edit the fields and click ‘Save’ to confirm.

Next it is needed to apply the forms of address. By clicking on 'Apply name' next to the 'Add' button, it is possible to select the folder on which the given rules have to be applied. By filling this in and clicking on 'save', the forms of address will be applied on the names. If the name of the entire Oranisation is filled in, all the forms of address will be applied to the assigned folders.

It is also possible to apply single forms of address on the assigned folder. To do this, the symbol to the right of the form of address has to be selected. After this, it is possible to select a folder on which the given rules have to be applied.

Delete a form of address

To delete a form of address, click on . Click ‘Delete’ to confirm, or ‘Back’ to cancel.