7.9.1. Titles

7.9.1. Titles
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7.9.1.1. Title

Titles are used at the beginning of a Contact's name. Examples of titles include Dr., Mr., Ms., etc. When Titles are entered in the Master Information section, these Titles are then available for use wherever Contact information may be edited. To access the master list of Titles, select the "Titles" option. The following screen will appear.

Titles Master List

The "Titles" screen displays information on all existing Titles, including the Title's name.

To the far right of the list, the following buttons are available:

CLOSE: Closes the screen, returning you to the application desktop.
PRINT: Runs the report associated with this screen.
NEW: Opens screen for creating a new Title.
EDIT: Enables you to edit highlighted Titles. The edit screen is the same as that for creating a new Title—except that when editing, the fields will contain Title information. Double-clicking on a Title will also bring you to the editing screen.
VIEW: Highlight a Title and then select this button to reach a read-only view of the "Edit" screen.
DELETE: Highlight a Title and then select this button to remove the Title from the list.

Right-clicking on a Title in the Titles list enables you to select from the following options:

Edit: Enables you to edit highlighted Titles. The edit screen is the same as that for creating a new Title—except that when editing, the fields will contain Title information. Double-clicking on a Title will also bring you to the editing screen.
View: Highlight a Title and then select this button to reach a read-only view of the "Edit" screen.
Delete: Highlight a Title and then select this button to remove the Title from the list.
Export Contents: Export the data displayed on the screen into a plain-text, TAB-delimited file. This file may subsequently be imported into a spreadsheet or other office tool.

7.9.1.1. Title

To create a new Title, select the NEW button. The following screen will appear:

Create New Title

When creating a new Title, you are presented with the following options:

Title: Enter the Title here (e.g., Dr., Mr., Ms., etc.).

To the far right of the screen, the following buttons are available:

CANCEL: Closes the screen without creating a Title, returning you to the previous screen.
SAVE: Creates the Title and adds it to the master list of Titles.