Titles

When the Use Titles option is enabled in the Setup>Privileges>Customer tab, the Titles option is visible within the Setup>Localization screen. Titles configured here become an option within the Customer and User Information screens. When this option is enabled, a list of title options are displayed in the Titles table.

 

titles.png

 

Edit a Title

Titles listed can be re-named or have their sort order changed as required.

To edit a pre-existing entry in the Titles list:

  1. Within Setup>Localization>Titles

  2. Select the relevant Title hyperlink

  3. Amend the Title detail, if required

    edit_title.png

  4. Update the Sort Order detail, if required
    This will change where the Title appears in the drop-down list options when the Title field is included in the Customer Information screen.

  5. Click Save.

 

Alternatively, to remove an entry from the Titles list, select the Title hyperlink and click Delete.

 

Create a Title

To create an additional Title list option:

  1. Within Setup>Localization>Titles

  2. Select the New button

    new_title.png

  3. Complete the Title details

  4. Enter Sort Order number
    This will define where the Title appears in the drop-down list options when the Title field is included in the Customer Information screen.

  5. Click Save.