Q. When generating a letter, the names to not come up correctly when using a joint token. Even when they are the same last name, and a proper relationship was created in Chabad Suite. It still shows I.E. Mr. Josh Goldberg and Mrs. Sharon Goldberg instead of Mr. & Mrs. Josh Goldberg.
A. In order to have proper relationships, individuals need to be marked as Male/Female.
To correct an individual contact, select the contact in question, and under the "Summary" tab you can change gender.
To correct multiple contacts and add gender, you can create a profile to update genders.
- Navigate to Administer > Customize Data and Screens > Profiles
- Add a profile, let's name it "Update Gender."
- Add Field, then by "Field Name" select Individual > Gender > Save.
- Going back to the contacts, search for contacts in question by group or tag.
- NOTE: Make sure to filter your contacts by "Individual" and not by "Contacts", otherwise organizations (that do not include a gender option) will be included in the search. Profile changes work only if used by one type of contcact, in this case the "Individual."
- Mass updating via profile currently works for up to 100 contacts at one time.
- If you have more than 100, scroll down the search resutls, choose "100 Rows per page" then going back up and selecting the checkbox next to "Name." Only 100 will be selected.
- By the "Actions" dropdown, select "Update Multiple Contacts."
- Choose the "Update Gender" profile you previously created.
- You can change all to a single gender or quickly change individuals.