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Creating and Modifying Groups: The Name/Address Panel

Contents

Introduction

The Name and Address panel allows you to configure the basic settings for the account, such as display preferences, name, and address.

This panel is available on the Settings menu when you edit a group on the Accounts page. For more information on editing groups, visit Creating and Modifying Groups.

See below for descriptions of each of the settings on the page.

First Name and Last Name

To name the group, you can use the first name and last name or you can use the Description field to label the group.

If the group is for a single person, you will probably want to use the First Name and Last Name fields. If the group collects a group of individuals, you can use the Description field instead, as this allows you to use a name like Abbott Children instead of a first and last name.

Description

The Description setting allows you to enter a description of the group.

This name appears on the Accounts page if you select the Description display preference, making it easy for you to identify the group. It's best to use a short description as the name will appear on reports, billing statements and the Accounts page.

This is not a required field.

Display Preference

This setting allows you to choose how you want the account to appear on reports, billing statements and the Accounts page.

The following table shows what you will see with various display preference settings, based on the following name/address settings:

Display Preference Setting	What Group Title Shows	What Account Page Shows
Description
Last name, First name
First name Last name

Most users prefer to use Description.

Short Name

The abbreviated name that can be added as a column on the Accounts page. The Short Name is an available column on many reports and PDF templates. When using the Search field on the Accounts page, Tamarac Reporting will return results for search criteria that meets the value entered in the Short Name field.

You can choose to use Short Name in the automatically generated PDF report file name. Since the field is open, you can use this to create PDF file names that adhere to your firm naming conventions.

To learn more about the Short Name, see Short Name.

Mailing Address

You can type in the address manually, or choose to sync it to the primary Household address.

We recommend that you propagate mailing address from the Household level down. To do this, select the Use Primary Household Address check box.

Enter Manual Address

Complete any of the following, as applicable:

Use Primary Household Address

Use primary household address, when selected, automatically fills in the mailing address for the selected account with the primary address for the Household. By managing the address at the Household level instead of at the account level, you can make address updates less cumbersome—any changes made to the Household address will flow through to any member addresses where this option is selected.

The account or group must have a primary Household assigned in order to take advantage of this feature. The primary Household is assigned automatically for accounts added to a Household for the first time.

You can designate the primary Household on the Household / Group membership panel of any groups. This will allow your Household and member addresses to stay synced.

The following are some scenarios you might encounter when establishing a primary Household: 

You can update this setting for financial accounts in bulk using an Account Information bulk report and upload that includes the following columns:

• Account Number

• Upload Account ID

• Use Primary Household Address: Set to Yes for accounts you want to use the primary Household address.