Contact Titles

System Maintenance Menu -> Configure System Settings -> Customer Management Tab -> Customer Contact -> Contact Titles

Specific pre-defined Contact titles can be assigned to each contact record in the Contact Information window of Customer Contact Information, Customer Information, Customer Site Information, and Vendor Information.

e.g. Owner, Bookkeeper, Manager, Accountant, Salesman, etc.

This utility can be used to define the list of Titles to help identify and type these contacts.
 A blank title code can be setup if your firm does not utilize titles to categorize contacts.
 New Titles can also be created when entered and imported from the Export/Import Contacts utility.

An operator must be assigned a Security Role that allows permission to the Customer Management - Contact Titles in order to access this table.

Updating Title Names:
 Titles can not be modified because the Title is the primary key in the file.
 If a Title needs to be changed, the title record needs to be deleted and re-added correctly.
 However a Title cannot be deleted if it has been assigned in the Contact Information so it must be removed from any associated Contacts, deleted from this table, re-added correctly to this table and then re-assigned to the relevant Contacts.

ACTIONS:
 Additional actions provided by buttons on the Contact Titles screen include:

•Delete a Contact Title:
 Only Titles that are not assigned in the Contact Information are eligible for deletion.

Click on the DELETE button to trigger the 'DELETE CONTACT TITLE' pop-up.
 Select the Title to delete from the drop-down list and click DELETE.

If a Title is selected for deletion that is currently "in use", a warning is triggered and the Title is not deleted.
 A spreadsheet is automatically generated listing all the Source Customers/Vendors with the Contacts that are assigned this Title.
 These Contacts need to be assigned a different Title before this one can be deleted from the table.

Topic Keyword: CMCT01