🧾 Contact Titles Overview
Each Contact is assigned a Title (e.g. Mr, Mrs, Dr, Prof, etc.) to personalize communication and maintain data consistency.
📍 Accessing Titles
Navigate to: File → Configuration → Contacts → Titles
🛠️ Creating & Managing Titles
You can define an unlimited number of Titles. Each Title includes the following configurable fields:
|
Field |
Purpose |
|
Description |
The label for the Title (e.g. Dr, Rev, Mx) |
|
Gender |
Choose from: Male, Female, or Unknown |
|
Default Salutation |
Used when First Name or Title + Last Name is unavailable (e.g. Sir/Madam) |
|
Inactive |
Tick to retire the Title from active use (removes it from lookup options) |
💡 Best Practices
-
Use clear descriptions to avoid confusion (e.g. distinguish Dr (Medical) vs Dr (Academic)).
-
Set gender to Unknown for inclusive or non-binary titles like Mx.
-
Regularly review inactive titles to keep the list clean and relevant.