Configuring Titles

Adding a Title

  1. Select the Administration menu, select Client Relations, select Profile Management, and then select Titles.

  2. Click New and complete the following fields:

    1. Code. Enter the code that identifies the title (for example, Mr, Ms, Mrs, Capt, Rev, Hon, and so on). 

    2. Language. Select the code to be associated with this title. All titles associated with a specified language code are available for selection when that language is chosen in the Language field on the guest Profile screen. The selected language is the language you use to exchange correspondence with the guest or contact rather than the guest's native language.

    3. Title Number (Advanced Title only). Enter a unique number that identifies the unique combination of Title Code, Description, and Language.

    4. Salutation. Enter the default salutation to be populated for the title. The salutation may include merge codes for variable information such as the guest's first name <FIRSTNAME> and last name <LASTNAME> (for example, Dear Mr <LASTNAME>, Monsieur <FIRSTNAME> <LASTNAME>, or Estimada Señora <LASTNAME>

    5. Envelope Greeting / Business Title. (When the Advanced Title application parameter is active, Envelope Greeting appears as the label. When Advanced Title is not active, Business Title appears as the label.) This field identifies the name of the envelope greeting or business title to be used along with the social title, such as Doctor. When this field is populated, the envelope greeting or business title appears in the Titles screen at the Profile Screen. This ensures the correct envelope or business title and code are entered when creating or selecting a profile.

    6. Sequence. Enter a number that controls the position of this code in listings. Codes without a sequence number assigned are listed in alphabetical order following codes with a sequence assigned. 

  3. Click Save to save and exit or click Save and Continue to save this Title and add another.

Editing a Title

  1. Select or confirm the Property.

  2. Enter search criteria and click Search.

  3. In the search results, select the code and click the vertical ellipsis.

  4. Click Edit.

  5. Update the configuration and click Save.

Deleting a Title

  1. Select or confirm the Property.

  2. Enter search criteria and click Search.

  3. In the search results, select the code and click the vertical ellipsis.

  4. Click Delete.

Parent topic: Titles