Add a title/salutation combination.

By default a number of combinations of title and salutation are available, two for organisations, the rest for persons. You can add new combinations yourself.

When adding and maintaining Organisations, Persons and Contact persons you select the title/salutation combination. Profit uses this title, for example, when generating letters.

In general the address forms corresponding to the titles, such as 'Esq.', are used very little in the correspondence. The exceptions are the military and the judiciary, where the form of address usually is stated with the titles.

Of course it makes sense to register a person's title in Profit if you know it. Because in daily correspondence, the general forms of address 'Dear Sir' and 'Dear madam' are used, you can change the salutation in the title/salutation table (for example, change 'Esq.' to 'Dear Sir'). In the Attn. line you can then still use the correct titles.

Add title/salutation

You can add title/salutation combinations yourself.

To add a title/salutation combination:

1. Go to:CRM / Organisation/person / Title.
2. Click on: New.
3. Complete the fields.
4. Click on: OK.

Change a title/salutation

You can change the properties of the title/salutation combinations that have been supplied as defaults.

To change a title/salutation combination:

1. Go to: CRM / Organisation/person / Title.
2. Open the properties of the title..
3. Change the fields.

   You use the Show title after name field for titles that you want to display after the name. For example, in the case of the title, the abbreviation BA always follows the last name.

4. Click on: OK.
5. Click on Yes in the message.