Add additional addressee salutation fields when adding a new constituent Webview

When creating a new record in WebView, we only have access to add a Primary Addressee and a Primary Salutation. Our organization has 3 additional name formats. Requiring users to open the constituent record after saving the new record is time consuming. We need to be able to add additional name formats when creating a new record please.

  • Jocelyn Ferland
  • Sep 23 2026
  • Attach files