I work in the Action, Opportunities, and Constituent lists on a daily basis, entering information, exporting data for fundraisers, and managing name records. Currently, each list displays constituent names in a different format, which creates inconsistencies when preparing materials for our team.
It would be extremely helpful to have the ability to select a standardized format—specifically preferred name + last name, with an optional inclusion of graduation year. Our fundraisers know constituents by their preferred names, and the graduation year is important for distinguishing between individuals who share the same name across generations, often with suffixes.
For example, when exporting an Action list, a constituent may appear as “Mr. James Earl Carter, Jr.” even though he is commonly known as “Jimmy Carter.” Having more flexible and customizable name formatting options within the list columns would greatly improve accuracy and efficiency.