Edition: Professional, Business, Enterprise
User-level: All users
Create a list of titles to assign to your staff or contact records in Synergy.
What are titles and where do they appear?
Titles are used to address a staff member or contact. For example, the title of a staff member or contact could be Mr, Ms, or Mx.
Titles are used to address contacts in invoices, proposals and project documents.
How to create a title
Organisation menu > Settings > Contact Lists > Titles.
Select Add in the top-right corner of the page to add a new title.
Under the Add Salutation Type add the name of the title
Ensure the Active box is checked to use this title right away.
Select Add.
How to edit a contact title
Organisation menu > Settings > Contact Lists > Titles.
Hover over the title > select the edit pencil to the right of the contact title
Edit the title name.
Select the check icon to the right of the title to save you changes.
How to delete a contact title
Organisation menu > Settings > Contact Lists > Titles.
Hover over the title you want to delete, select the '...' to the right of the contact title > Delete.
Tip: You will not be able delete a contact title that has been used on a contact/staff.
How to assign a title to a contact or staff member
To assign a title to a contact:
Create a new individual or personnel or edit an existing contact.
Choose the contact title from the dropdown menu
Save.
Tip: Companies don't have a field for titles
To assign a title to a staff member
Create or edit an existing staff members profile.
Choose the staff title from the dropdown
Save.