Accounts Payable Accounts Receivable Online Tools System Manager

Contact Personal Titles

Use Personal Titles to record the contacts preferred title or honorific when addressing them.

The Title can be used when formulating a full contact name for emails and addresses e.g. Sir Elton John, Dame Judy Dench and so on.

Use of a title for a contact is optional.

Example

Some examples to use are: Mr, Mrs, Miss, Ms, Mx, Doctor, Sir, Lady etc.

Minimum Requirements

Use of Personal Titles on Contacts is completely optional, so you don’t have to set up any at all if you don’t need to.

Changing Established Data

You can add Personal Titles and update Contacts with new Personal Titles at any time.

Panel Options

  • Standard panel features
  • Maintenance
  • Views
    • Audit – shows an audit of data changes made over time to the personal title currently being viewed
    • Where used – shows the list of contacts with the personal title currently being viewed
    • Contacts by Personal Title – shows a list of all contacts sorted by job title
  • Reports
    • List Contact Personal Titles

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