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Titles
Updated over a month ago

Different cultures and professions have unique titles. This setting allows you to add titles, such as "Dr." or "The Occupier," which respect customer preferences or cater to specific formalities. These titles are used when creating customer records, and dropdowns, and can enhance the customer experience by aligning with their preferred forms of address. We recommend adding "The" as the first title in the list, which can aid in autofill settings for unnamed addresses, leading to "The Occupier" if a surname is left blank.


View Setting

➡️ Profile Icon > Settings > Global > Titles > View


Adding Titles

➡️ Add Title

  1. Enter the required title in the input field

  2. Save


Managing Titles

Editing Titles

➡️ Edit > Amend > Save

Deleting Titles

➡️ Delete > Type Delete > Delete

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