Clarifying Organization Name, Individual First and Last Names, Sort Name, Report Name & DBA Name

When it comes to the name of an Organization or Individual Profile, there are a few different fields you can customize if needed: Organization Name, Individual First and Last Names, Sort Name, Report Name, and DBA Name.

 

The first 5 fields are located under the General tab of a profile and the DBA field is located under the Details tab of a profile. 

 

Below is an explanation of these different fields and their purposes:

 

Organization Name - Used in email special fields and other places that specifically target Organization name. When you type in an Organization name for a new profile, the Sort Name and Report Name will default to the same name.
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Sort Name - Used in database look up and really just for sorting in grid views (i.e. profile selector search results)

 

Report Name - Name that displays on directory, MO, and most reports

 

Individual First and Last Name - The Sort Name for Individual Profiles will default to "Last, First" and the Report Name will default to the full name of the individual as "First Last".
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DBA field - Located under the Details tab of a profile and must be manually entered. When a DBA name is needed, we also see a lot of parentheses used in the Organization and Sort Name fields for these cases as well. For example, a publishing company called ABC Publishing that puts out the well-known publication “Local Times” might be named “Local Times (ABC Publishing)” in Org/Sort Name and then just “Local Times” in the Report Name.
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