How to Enter Couples with Different Last Names
Some married partners choose to continue using their own family names. Here is the suggested procedure for entering their Address Record in CDM+ so that it appears correctly in the directory and on address labels.
We’re going to use Jim Miller and Joy Ross as an example.
In the Address Record window, type Ross in the Last Name field and Jim Miller and Joy in the Mailing Name field. This way, the Label Name will be populated as Jim Miller and Joy Ross.
This takes care of the mailing label, but what about the church directory? If someone wishes to find Jim Miller, he would be printed with the Rs under Ross. To remedy this situation, add another Address Record so this family can be cross-referenced under Miller.
Click Add and type Miller in the Last Name field. There is no need to enter any other family name or address information because this record will be used strictly for directory cross-reference purposes.In the Mailing Name and Salutation Name fields, put See Ross.
Next, update the Label Name field to be See Jim Miller and Joy Ross.
In the Mailing Code field, select Directory Cross Reference. If this mailing code does not appear on the drop-down list, create it either through the Master Coding System or by typing it in the Mailing Code field to create it on-the-fly.
Note: Always include the Directory Cross Reference code when printing a church directory. Never include it when doing a mailing.
Add an Individual Record in the Family List fields by adding See Ross, in the First Name field. Miller will auto-populate in the last name field. Add a Family Status of your choice.
When following the steps above, the two Yearbook Directory entries will print as follows:
In this way, when looking up Miller in the directory, you are referred to Ross, where the family appears with complete information.