Set the title/salutation for an organisation or person

For the organisation and person, set the appropriate salutation and title(s).

When you add an organisation you set the Title/salutationthat Profit uses when generating letters. For a person there are two title fields: Title/salutation and Secondary title. Both fields refer to the Title/salutation table. The procedure below describes how you set the Title/salutation for a person; the procedure for an organisation is the same.

To set a new title/salutation for a person:

  1. Go to: CRM / Organisation/person / Organisation/person.
  2. Open the properties of the person.
  3. Go to the tab: Person.
  4. Select a value for Title/salutation.
  5. Click on: OK.

Directly to

  1. Title/salutation
  2. Set the title/salutation at the environment level
  3. Add a title/salutation combination.
  4. Set the title/salutation for an organisation or person