Contact titles
Updated over a week ago

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?


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'.

Did this answer your question?