---
title: Enter Customer Titles
description: How to create/edit Customer Titles:   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 o
---

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# Enter Customer Titles

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: 

1. On the side panel go to ***General Setup***
2. Select ***Marketing***

***![](https://faq.elecate.com/hs-fs/hubfs/undefined-Apr-14-2025-05-11-39-1723-PM.png?width=400&height=238&name=undefined-Apr-14-2025-05-11-39-1723-PM.png)***

3.  Click on ***Create and Edit Customer Titles*** 

![](https://faq.elecate.com/hs-fs/hubfs/undefined-Apr-14-2025-05-11-51-4857-PM.png?width=469&height=365&name=undefined-Apr-14-2025-05-11-51-4857-PM.png)

4.  On this window, you can edit the current information or create a new customer title by clicking the New Entry option. 

![](https://faq.elecate.com/hs-fs/hubfs/undefined-Apr-14-2025-05-12-16-0112-PM.png?width=670&height=319&name=undefined-Apr-14-2025-05-12-16-0112-PM.png)

###### **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. |

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