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.
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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 BullichFeb 6, 2019 at 15:05
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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 Feb 6, 2019 at 16:40
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Instead of Word Replacements you can update the display and sort name format to include
{contact.nick_name}. At admin - customize - display preferences.– DemeritFeb 6, 2019 at 19:00 -
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.– bgmFeb 6, 2019 at 19:05
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No, I'd use their current first name as their contact name. Feb 6, 2019 at 20:29