1. Create a static Constituent query
  2. On the Criteria tab, select:

    Addressee/Salutations > Primary Addressee equals [X]
    OR Addressee/Salutations > Primary Salutation equals [X]
    OR Addressee/Salutations > All Available Addressee/Salutations > Salutation Format equals [X]
    OR Relationships > Individuals > Addressee/Salutations > Primary Addressee equals [X]
    OR Relationships > Individuals > Addressee/Salutations > Primary Salutation equals [X]
    OR Relationships > Individuals > Addressee/Salutations > All Available Addressee/Salutations > Salutation Format equals [X]

    NOTE: [X] equals the format to delete.
  3. Run this query to view the constituents who have the addressee/salutation format on their records
  4. Remove the addressee/salutation format from the records in one of the following ways:
    • Double-click the first constituent record in the search results and select the Addressee/Salutations tab. Locate the addressee/salutation, change it to another format, and save the record. Remember to select the Relationships tab and check for the format on individual relationship records. Click the next arrow to repeat for the next constituent record. For organizations, select the Relationships tab and edit the appropriate contact record.
    • Change the addressee/salutations globally. Use the query from step 1 to globally change individual constituents' addressee/salutations. Create a new static Relationship query to globally change individual relationship addressee/salutations (including contacts). In the Relationship query, filter on: Individuals, Addressee/Salutations, Primary Addressee equals [X] OR Individuals, Primary Salutation equals [X] OR Individuals, All Available Addressee/Salutations, Salutation Format equals [X]
    • Use Export and Import to update the primary addressee/salutations or additional addressee/salutations



Additional Notes