2

I have used other contact systems in the past and as well as first_name and middle_name there has been a preferred name field. We have several people who have long first names but they go by a shortened name, additionally we have people who are known by a middle name rather than their first name. What I would like is to display the preferred name as the display name.

  • Where are you looking to display the preferred name as the display name? On the contact profile? Emails? Letters? – Yossi Jan 8 '18 at 3:35
  • On the contact profile and for emails. – Simon Moseley Jan 8 '18 at 21:06
3

You can change the display name for a contact in 2 ways

  1. By using CiviCRM alter display name hook you can change the Display name to a preferred name.

  2. Update the format for Sort name and/or Display name by navigating to Administer >> Customize Data and Screens >> Display Preference (civicrm/admin/setting/preferences/display?reset=1) and then update the 'Individual Sort Name Format ' and 'Individual Display Name Format' fields as per your choice. (Note: This change will be reflected to contact only if New Individual is added or updated)

HTH

Pradeep

  • Thanks for the reply, I am more familiar with MySQl than civi and had manually edited some triggers to test the logic I require. I can see that the hooks are a more robust way to achieve the result I want as my triggers would be overwritten during an upgrade. – Simon Moseley Jan 8 '18 at 21:12
2

For emails you can do this (considering you are using the Nickname field):

{capture assign=nickname}{contact.nick_name}{/capture}
Dear {if $nickname}{contact.nick_name}{else}{contact.display_name}{/if}
1

Also, there ia a nickname in CiviCRM which you can use for this purpose? There is also a setting that allows you to search on the nickname too.

  • Thanks for reply, I have used the nick_name to store the preferred name for this purpose and I will try using Pradeeps's suggestion of a hook to create the preferred display name. – Simon Moseley Jan 8 '18 at 21:08

Your Answer

By clicking “Post Your Answer”, you agree to our terms of service, privacy policy and cookie policy

Not the answer you're looking for? Browse other questions tagged or ask your own question.