Customer Titles define the honorifics and professional designations available when creating or editing a customer record — for example, Mr., Mrs., Ms., Dr., or Lic. Each title configured here becomes a selectable option in the Title field on the customer's Primary Contact information.
Using standardized Customer Titles ensures that:
- Client-facing documents (proposals, invoices, contracts) address customers correctly and professionally
- Formal communications use the appropriate honorific for each contact
- Your customer database maintains consistent, structured contact data
- Printed and electronic correspondence reflects the customer's preferred form of address
How to create/edit Customer Titles:
- On the side panel go to General Setup
- Select Marketing
3. Click on Create and Edit Customer Titles
4. On this window, you can edit the current information or create a new customer title by clicking the New Entry option.
Field Definitions
| Field | Type | Description |
|---|---|---|
| ID | Auto-generated | System identifier. Read-only. Assigned automatically on creation. |
| Title | Text | The honorific or designation as it will appear in the Title dropdown and on client-facing documents (e.g., "Mr.", "Mrs.", "Dr.", "Lic.", "Ing.", "Prof."). |
| Is Active | Toggle (ON/OFF) | Controls whether this title appears as an option in the customer record Title dropdown. Set to OFF to hide obsolete titles without deleting them. Default: ON. |