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Business Titles
Getting Started > Setting Up a New Company > System Setup > CRM Contact Setup > Business Titles

Glossary Item Box

Introduction About: 
Business Titles are used to properly refer to the contact according to his role in the organization. 
 

Terminology Steps:

Define Contact Business Title
  1. Go to the System Manager module.
  2. Select Business Title under the Contact Setup menu. The Business Title setup form will display.
  3. Click New button to add a new line.
  4. Enter the business title, e.g. MD in the Business Title Code column and description, e.g. Managing Director in the Business Title Description column.
  5. Check the Active checkbox.
  6. Save the details before closing the Business Title setup form.

 

How To How To:

ShowInactivate a contact business title

  1. In the Business title setup form, select the business title.
  2. Uncheck the Active checkbox to inactivate the business title.
  3. Save the details before closing the Business Title setup form.

 

ShowDelete a contact business title

Note that contact business titles that were assigned to contacts cannot be deleted.

  1. In the Business Title setup form, select the business title.
  2. Click on the Delete button from the toolbar menu.
  3. Choose Yes in the prompt to delete.

 

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