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

Glossary Item Box

Introduction About: 
Salutations are used to properly address your contacts e.g. Mr. or Mrs.  Salutations can be selected from Contact Full Name fields usually found in the Contact detail form and Contact tabs.


 

Terminology Steps:

Define Contact Salutations

  1. Go to the System Manager module.
  2. Select Salutations under the Contact Setup menu. The Salutation setup form will display.
  3. Click New button to add a new line.
  4. Enter the salutation, e.g. Sir in the Salutation column.
  5. Check the Active checkbox.
  6. Save the details before closing the Salutations setup form.

 

How To How To:

ShowInactivate a contact salutation

  1. In the Salutation setup form, select the salutation.
  2. Uncheck the Active checkbox to inactivate the salutation.
  3. Save the details before closing the Salutation setup form.

 

ShowDelete a contact salutation

Note that contact salutations that were assigned to contacts cannot be deleted.

  1. In the Salutation setup form, select the salutation.
  2. Click on the Delete button from the toolbar menu.
  3. Choose Yes in the prompt to delete.

 

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