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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.
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 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.
To create a new Title, select the NEW button. The following screen
will appear:
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.
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Copyright © 1998-2008 by xTuple. All rights reserved.
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