This article guides you through creating and managing form of address and titles (e.g., Dr., Ms., Mr.) to personalise your communication with your contacts.
Content:
Create a new form of address or title
Assign a form of address and title to a contact
Delete or edit a form of address or title
Create a new form of address or title
To add a custom option to your database, follow these steps:
- Go to the Settings menu.
- Select All Settings > Master Data.
- Click on the Titles and form of address tab.
- Enter the desired title and salutation, then click Save.
Assign a form of address and title to a contact
Once your options are created, you can link them to your contact records:
- Go to the Contacts tab.
- Select the contact of your choice.
- Under the profile information, select the appropriate salutation and title from the dropdown menu.
- Save the changes.
Delete or edit a salutation or title
Once a form of address or title is deleted from your settings, it will no longer be available for new contacts and will be automatically removed from any existing records it was linked to.
To permanently remove an option from your list:
- Go back to Settings > All Settings > Master Data.
- Click on the Titles and Form of address tab.
- Locate the entry you wish to remove.
- Click on the trash can icon to delete it.