To provide the option for donors to change the name listed in reports and acknowledgements for a donation (for example, The Smith Family):
•Add the Display Name Editor to a content record that contains the Donation Creator iPart configured with a Processing Mode of Process donation immediately
•Create a connection to the Donation Creator iPart
•Configure the Display Name Editor Salutation Type to be Donation List As
Note: When you set up a connection between the Display Name Editor and the Donation Creator, then the value entered only applies to that specific donation. When the Donation List As type is selected, and the iPart is not on a donation page, then the value entered is saved for all future donations. The Donation List As salutation is synchronized with the List As field in Desktop > Customers > Manage customers > Donor Data detail tab. If you change one field, then the other field is also updated.
To create a connection for the Display Name Editor
1. Edit the content record that contains your donation iParts.
2. Set up the connection:
□ From the Display Name Editor iPart’s title-bar menu, select Connect.
The Connect box that opens shows you any current connections and lets you disconnect them.
□ Select Create new connection.
The Connect box that pops up prompts you to create one of four connection types.
□ From the Object Consumer dropdown list, select your Donation Creator iPart.
□ Select Connect.
□ Save and Publish the content record.