Courtesy Titles

The Courtesy Titles setting allows you to construct a list of the titles to be used when addressing your Employees. Typical entries in this setting will be Mr., Mrs., Miss, Ms, Dr., Prof., etc. This list will become a look-up table that you can access from the Title field when entering Employees.

To open the Courtesy Titles setting, first ensure you are in the Human Resources Management or CRM modules. Then, if you are using Windows or Mac OS X, click the [Settings] button in the Navigation Centre or use the Ctrl-S/⌘-S keyboard shortcut and then double-click 'Courtesy Titles' in the 'Settings' list. If you are using iOS or Android, select 'Settings' from the Tools menu (with 'wrench' icon) and tap 'Courtesy Titles' in the 'Settings' list. The window illustrated below will open.

Enter each new Courtesy Title on the first blank line and, when finished, click the [Save] button (Windows/Mac OS X) or tap √ (iOS/Android) to save the changes. To close the window without saving changes, click the close box (Windows/Mac OS X) or tap < (iOS/Android).

It is recommended that you enter Courtesy Titles in alphabetical order, as shown in the illustration. You can insert a new Courtesy Title in the correct place in the list by clicking on a row number and pressing the Return key (Windows/Mac OS X) or long tapping on a row number and selecting 'Insert Row' (iOS/Android). When you enter a new Employee and use 'Paste Special' to choose a Title, the Courtesy Titles will be listed in the same order as they are listed in this setting. If they are in alphabetical order, you will be able to find the correct one quickly and easily.


Settings in the Human Resources Management module:

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