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10.2.2.  Titles

Titles are used at the beginning of a contact's name. Examples of titles include Dr., Mr., Ms., etc. When titles are entered in the Master Information section, these titles are then available for use wherever contact information may be edited. To access the master list of titles, go to CRM > Setup > Master Information > Titles. The following screen will appear.

Titles master list

The Titles screen displays information on all existing titles, including the title's name.

10.2.2.1. Title

To create a new title, select the NEW button. The following screen will appear:

Create new Title

When creating a new title, you are presented with the following options:

Title

Enter the title here (e.g., Dr., Mr., Ms., etc.).