Changing the Salutation

 

 

Overview

 

This topic describes how to change the title (Ms., Mr.) and salutation (Dear John) of customer contacts.

 

Step by Step

 

1.From the main menu, select File > Update Customer Contacts.

UpdateTitle1

 

2.In the window that opens, double-click the contact you wish to update.

3.In the contact update window, click the Salutation button.

 

UpdateTitle3

 

4.Click the appropriate check boxes for Female and Informal.

5.The three radio buttons next to each other are mainly for use outside of the United States. The button you'll click will decide which of the three names (first, middle, last) will become part of the Salutation.

ANote
In many Spanish-speaking countries it's common to find three names on a business card. Sr. Galo Ocampo Aldaca would be addressed in English as Mr. Ocampo, not Mr. Aldaca. Galo is his given name. His father was Mr. Ocampo and his mother was Miss Aldaca before she married. To have the salutation read Dear Sr. Ocampo, you would click the center button.
 

6.If necessary, enter a Custom salutation and closing statement.

 

 

See also

 

Updating a Contact

Updating a Customer