How to change your name in Customer Connection and Vantive

How to change your name in Customer Connection and Vantive

Document number: 19004

You can request a name change for your Customer Connection and Vantive login if your name was originally misspelled or if you have changed your name.

Before you request a name change, you need to ensure that your name change has already been processed by HR. For instructions on finding out if the name change has become effective click here. If you have not yet requested a name change through HR see Eureka! document 17048 — How to View or Update your Personal Information.

Once the name change made through HR has become effective submit a NorthStar ticket requesting the change for your Customer Connection and Vantive login. For additional information on submitting a NorthStar ticket, see Eureka! document 70001 — How to create a service ticket in NorthStar.

To complete the new End-user request in NorthStar, please provide the following information:

Enter your employee ID number in the Your Employee ID field.
In the Symptom/Description field, state that you are requesting a name change for your Vantive login.

To verify that the Notes Administrators have access to your mail file:

Highlight your mail file icon by single clicking on it.
Select File from the menu bar.
Select Database from the drop down menu and select Access Control... from the next drop down menu.
Highlight LocalDomainServers by single clicking on it.
If the User type: field in the upper right hand corner says anything other than Unspecified, click the down arrow and highlight Unspecified to change the User type.
If the Access: field in the upper right hand corner says anything other than Manager, click the down arrow and highlight Manager to change the Access level.
Click on OK.

The Notes Administrators now have access to your mail file and will be able to process your name change request properly.

For information on how to request a name change for your Lotus Notes ID, click here.

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To request a name change for your Lotus Notes ID:

Open your Lotus Notes mail file by double clicking the icon.
Click the New Memo button to compose a new memo.
Type Notes Certification in the To: field of the memo as this is who the request is sent to.
Type Name Change Request in the Subject: field of the memo.
In the rich text field (body) of the note, type New Requested Name: [new name] where [new name] is the new name you are requesting typed exactly as you want it.
- Your name will be changed to reflect the exact way you have requested. Double check the spelling to ensure it is correct prior to sending the request.
- Several Lotus Notes databases and various e-mail systems do not support middle initials, middle names or periods. Therefore, do not request your name change with a middle initial, middle name or period.
Click the Send button to send your request.

Your name change request has now been sent for processing. To complete the name change process, you will need to accept the change to your Lotus Notes name when prompted. For information on how to accept the change to your Lotus Notes name, click here.

NOTE : Once you have accepted the change to your Lotus Notes name, all documents including documents you have previously read will show as unread (the color red) in all databases including your mail file. You will need to manually change these documents back to showing as read (the color black). Before accepting the name change, you may want to place all of the documents you have already read (they are the color black) in a folder to easily identify them after accepting the name change. For information on how to change documents to show as read, click here.

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To accept the change to your Lotus Notes name:

When you try to access a server within two business days of sending your name change request, a dialog box will appear which says " Would you like to update your current name to the following: new name/PeopleSoft (full time employee) or new name/Consultant/PeopleSoft (temporary or contract employee)".
Click Yes to complete the name change.
You have 21 days to accept your new name. If you do not accept your new name immediately, the dialog box will appear for 21 days.

To verify that your name has been successfully changed:

Select File from the menu bar.
Select Tools from the drop down menu and select User ID... from the next drop down menu.
The password prompt pop up window should ask for the password for your new name along with the extension /PeopleSoft or /Consultant/PeopleSoft depending on your employee status. If you see your new name as requested with either of those extensions, your name has been successfully changed.

Once you have accepted the change to your Lotus Notes name, a process will begin to change your old name to your new name throughout the Lotus Notes environment. This process should be seamless to you and should not affect your Lotus Notes functionality.

Some temporary mail routing delivery failures may occur until the changes have replicated throughout the entire system. If someone tells you that they are receiving a delivery failure when sending to you, ask them to try to resend the note within a few hours to let the change replicate.
All documents including documents you have previously read will show as unread (the color red) in all databases including your mail file. You will need to manually change these documents back to showing as read (the color black). For information on how to change documents to show as read, click here.
You will also need to change the Mail File Owner: field in the calendar profile to reflect your new name. Otherwise, when you compose a memo, your letterhead will show both your new name and your old name. For information on how to change the Mail File Owner: field in the calendar profile, click here.

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If you have not yet accepted the name change, you may want to place all of the documents you have already read (they are the color black) in a folder to easily identify them after accepting the name change.

To change documents to show as read:

Select the documents which you want to change back to showing as having been read by clicking in the narrow column to the left of the documents. A check mark will now appear to the left of each document you selected.
- If you want to select multiple documents which appear one after another, click to the left of the first document and drag your mouse to the last document. You will see a check mark next to all of the documents that your mouse has been dragged to.
Select Edit from the menu bar.
Select Unread Marks from the drop down menu.
Select Mark Selected Read from the next drop down menu.

The documents which you selected will now show as having been read and will be the color black.

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To change the Mail File Owner: field in the calendar profile to reflect your new name:

Select Actions from the menu bar.
Select Calendar Tools from the drop down menu.
Select Calendar Profile... from the next drop down menu.
Type your new name exactly as it has been changed in Lotus Notes in the Mail File Owner: field.
Click the OK button and your new name will be set.

The next time you create a new memo, you should only see your new name in the letterhead.

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