Set Up Contact Titles

Contact titles can be configured.

Creating a Contact Title

1. On the Set-up menu, click Traders.
2. Browse to a trader.
3. Click a contact. The Details tab will already be selected.
4. To the right of the Title list, click the ellipsis […]. The Set up contact titles window opens.
5. Click Add. A new line is added to the list.
6. Type in the Name box the new title.
7. Click Confirm. The titles are listed in alphabetical order.
8. Repeat steps 5-7 for each contact title you want to create.
9. Click Close.

Modifying a Contact Type

1. Click a contact type.
2. In the Name box, modify the title .
3. Click Confirm.

See Also