Setup the list of titles or greetings that can be assigned to staff records, individual type contacts, and personnel records. i.e. Mr, Mrs, Dr etc.
Setup required before use | Who can use it? | Where is it? |
n/a | Assistant administrator System administrator | Settings > Contact lists > Titles |
What are titles?
Create an entry for each title or greeting that is needed for staff or contact records. Titles can be displayed on reports, document templates, and email templates. Titles are commonly used on Invoice templates to address the invoice to contact personnel in the finance department. e.g. to display 'Mr' in the invoice address field in front of the contact name such as 'Mr David Brown'.