Based on the first name, there are two files which control the following; how field values are suggested, automatically completed and checked for values like Gender, Form of address and Salutations:
With the ChristianNames.txt file, the gender can be assigned based on the first name. Once the gender is known, the corresponding form of address and the salutation are determined with the AddressTerm.ini file, thereby referring to the country of the postal address.
The country is determined by the ISO country code.
The file structure of an additional Christiannames.txt file for First names has the following structure:
First name; m/w
Diana;w
John;m
Sam;m|w
If a first name can be qualified as female and male, m and w are separated by a pipe (|).
Field values for Form of address and Salutation are included in the AddressTerm.ini file.
If you want to customize or enhance values, you can create an extra file. An additional file must be named AddresstermSDK.ini. The customization and/or enhancement of values follows the same pattern for all countries.
You can opt to leave out a last name when inserting a salutation. To do this, you have insert the /*NoAdditionalFields*/ label into the AddressTermSDK.ini file. Additional customizations can be configured using the label in the addresstermpreferred.ini and the addresstermsdk.ini files.
This can be used for any language, for example, French-letterM = Bonjour /*NoAdditionalFields*/.
The additional AddresstermSDK.ini file for the form of address and the salutation has the following structure:
[Description]
Filename=AddressTermSDK.ini
[FR]
m=Monsieur
m1=Salut
m2=Bonjour
w=Madame
w1=Salut
w2=Bonjour
letterM=Cher Monsieur
letter-w=Chère Madame
letter-MW=Madame, Monsieur
A user enters an individual contact, enters John as First name and selects France in the Country field.
In the ChristianNames.txt file, the m value is found for John.
In the Addressterm.ini file, Monsieur and Cher Monsieur are found.
In an individual contact, male is entered for the Gender field, Monsieur for the Form of address field and Cher Monsieur for the Salutation field as soon as a user has entered the last name.
Now, under German civil status in addition to male and female, the diverse gender is also an option.
Suitable forms of address and salutations are inserted for individual contacts, form letters and e-mails.
If the "diverse" gender has been selected, the system does not check if:
The Salutation field in addresses receives the corresponding entry depending on the Country field of these addresses. If you use the Salutation field as a mail merge field, then the value entered under address is used for a letter, a form letter or an e-mail campaign.
Depending on the Document language field in a document data record, you can create the salutation using the Salutation in document language mail merge field. The Salutation field of addresses will be ignored.
This function depending on the document language can only be used for those languages which are delivered with CAS genesisWorld. This also applies if you enhance the input assistance options for the Document language field with additional languages and if you enter an entry for the additional language in the AddressTerm.ini file.
The Salutation in document language can be adapted by creating and/or enhancing the AdressTermSDK.ini file. The values for letterM, letterW and/or letterMW can be changed. Settings adapted in that way also apply to the Salutation field of an address.
The letter is written in English for several recipients of different countries. The Salutation in document language mail merge field is used. In that way, Dear Mr... or Dear Miss... is used for each recipient.
The Salutation field of this letter will be used for all linked addresses.
In various countries, more than one official language exists, for example, in Switzerland or in Belgium. You can still complete the Form of address and Salutation fields automatically. Country and gender as well as one additional field are included as criterion.
The available defaults and the criterion for form of address and salutation are defined in the additional AddressTermPreferred.ini file.
The file is also stored in the \Server\AddressCheck\ folder.
The additional AddressTermPreferred.ini file is structured as follows:
The Preferred language field of an address with the PREFERREDLANGUAGE field name is additionally used in the following file structure.
[Description]
PreferredvalueFieldName=PREFERREDLANGUAGE
[CH]
English-m=Mr
English-w=Mrs/Ms
English-mw=Family
English-letterM=Dear Mr
English-letterW=Dear Mrs/Ms
English-letter-MW=Dear Sir or Madam
Italian-m=Signor
Italian-w=Signora
Italian-letterM=Gentile Signor
Italian-letterW=Gentile Signora
Italian-letterMW=Egregi signori
If input help options are available in multiple languages, then you have to ensure that suitable definitions have also been added for the input help values in each respective language.
[BR]
Německy-m=Herr
deutsch-m=Herr
German-m=Herr
alemán-m=Herr
allemand-m=Herr
Német-m=Herr
tedesco-m=Herr
duits-m=Herr
Alemão-m=Herr
Germană-m=Herr
Almanca-m=Herr
... and so on.
Depending on the Country field of an address and the Preferred language field, the program checks whether the AddressTermPreferred.ini file contains a value. As explained in the above file structure for Switzerland and Italy, the preferred language values, Signor or Signora are suggested as Form of address and Gentile Signor or Gentile Signora are suggested as salutation.
If no value for the preferred language can be found in the AddressTermPreferred.ini file, the default values from the CAS Software AddressTerm file will be entered.
The values of the Preferred language field selected in the example are transferred from the multilingual input assistance options. The values in the AddressTermPreferred.ini file must match the saved values and depend on the database language.
The preferred language for an address is Italian. When saving the address in the database, the Italian value is saved.
In the AddressTermPreferred.ini file, Italian-m is the suggested field value for the male form of address.
If the database is English, the entry in the AddressTermPrefferred.ini file should then be Italian-m.
If users write a new e-mail, the Insert form of address button is displayed in the toolbar above the e-mail text. With that function, users insert, for example, the Dear Ms. Johnson form of address, if monica.johnson@xRMcompany.com is stored as e-mail address.
This form of address for e-mails is defined in the EMailAddressLettersXX.txt file. The XX letters in the file name represent the language code. The default value depends on the language with which a user logs on to CAS genesisWorld. The file is stored in the ..\Server\EMailAddressLetters folder.
The file has the following structure:
-: <<ADRESSLETTER>>
-: Hello <<CHRISTIANNAME>>,
m: Dear <<CHRISTIANNAME>>,
f: Dear <<CHRISTIANNAME>>,
m: Dear Mr. <<NAME>>,
f: Dear Ms. <<NAME>>,
You can also include input assistance options in this file.