New Standard Field “Gender”
A new Umbrella Faces Standard field “Gender” will be implemented.
The gender field will offer a drop down menu to select
| Drop Down | Codes |
|---|---|
| Male | M |
| Female | F |
| Undisclosed | U |
| Unspecified / Ohters | X |
Mapping details for all target systems can be found at ??????
Currently the Gender is tide to the Greeting. With the implementation we will split Greeting form the Gender. A migration will take place which will automatically set the Gender by the following logic:
| Greeting | Gender |
|---|---|
| Mr | Male |
| Mrs, Ms | Female |
| Unkown | Undisclosed |
For all Agencies which are using a customize development (Circle) where the standard fields “Greeting” is disable and replace by a custom field “Gender” we will prepare a migration to remove the custom field and copy the values to the new Gender field.
New value for Greeting “Miss”
The new Greeting “Miss” will be available with the new Umbrella Faces release.
Mapping details for all target systems can be found at ??????
Title Structure “Default (Europe)” and “Compound (US/UK)"
New System setting can be chosen at the “Agency” Tab (configuration).
| Title structure | Field Settings |
|---|---|
| Default (Europe) | Gender
Greeting
Title
|
| Compound (US/UK) | Gender
Title
|
Mapping details for all target systems can be found at ??????
Note: System Setting can only be modified from a Circle Administrator or our Support team.
New Standard Field for “customize standard fields”
The new values
- Greeting / Title (Title Structure: Default)
- Greeting / Title US/UK (Title Structure: Compound)
in “Field” of the customize standard field allows you to setup the fields.
Agencies which have create a custom field to store the “Title” can migrate the data to the new “Title” field. In case support is need please contact our faces-support@umbrella.ch.
Agencies which have hidden the standard “Greeting / Title” field via the Circle will automatically receive the correct setup of “custom standard fields”.
New Standard Field “Name suffix”
Name Suffix field is available to all agencies. Name Suffix is widely use to store additional information to the sure name such as I, II, III, Jr., Sr., etc. and it is a free text input field.
Mapping details for all target systems can be found at ??????
The new standard field “Name suffix” can be activated at the agency “customize standard fields” by removing the setting
New Standard Field “Gender”
With the next Umbrella Faces release (planned mid January 2024) a new Umbrella Faces Standard field “Gender” will be implemented.
The gender field will offer a drop down menu to select
Drop Down | Codes for transmission to target systems |
Male | M |
Female | F |
Undisclosed | U |
Unspecified/Others | X |
Mapping details for all target systems can be found at ??????
Currently the Gender is tide to the Greeting. With the implementation we will split Greeting form the Gender. A migration will take place which will automatically set the Gender by the following logic
Greeting | Gender |
MR | Male |
MRS, MS | Female |
Unknown | Undisclosed |
All Agencies which are using a customize development (Circle) where the standard fields “Greeting” is disable and replace by a custom field “Gender” we will prepare a migration to remove the custom field and copy the values to the new Gender field.
New value for Greeting “Miss”
The new Greeting “Miss” will be available with the new Umbrella Faces release.
Mapping details for all target systems can be found at ??????
Title Structure “Default (Europe)” and “Compound (US/UK)”
New System setting can be chosen at the “Agency” Tab (configuration).
Title structure | Field Settings |
Default (Europe) | Gender
Greeting
Title
|
Compound (US/UK( | Gender
Title
|
Mapping details for all target systems can be found at ??????
Note: System Setting can only be modified from a Circle Administrator or our Support team.
New Standard Field for “customize standard fields”
The new values
- Greeting / Title (Title Structure: Default)
- Greeting / Title US/UK (Title Structure: Compound)
in “Field” of the customize standard field allows you to setup the fields.
Agencies which have create a custom field to store the “Title” can migrate the data to the new “Title” field. In case support is need please contact our faces-support@umbrella.ch.
Agencies which have hidden the standard “Greeting / Title” field via the Circle will automatically receive the correct setup of “custom standard fields”.
New Standard Field “Name suffix”
Name Suffix field is available to all agencies. Name Suffix is widely use to store additional information to the sure name such as I, II, III, Jr., Sr., etc. and it is a free text input field.
Mapping details for all target systems can be found at ??????
The new standard field “Name suffix” can be activated at the agency “customize standard fields” by removing the setting.
Agencies which have create a custom field to store the Name suffix can migrate the data to the new Name suffix field. In case support is need please contact our faces-support@umbrella.ch.
New standard field for State
The company profile will offer a new standard field “State” in case the Country “United States”, “Canada” or “Mexico” is selected. The State field includes all relevant states of the country.
Mapping details for all target systems can be found at ??????