Adding Titles

Titles are forms of addresses added to the surnames or full names of clients, typically used when corresponding with clients as a form of respect.

1. On the main menu, click Ancillary > Titles.
   The Titles screen appears.

   

2. Click the Add New button:
3. In the Title field of the new row, type an abbreviation for the form of address you want to add.
4. Click the Save button:

A number is automatically generated for the new record in the Title Id field.