The contact title in the lists tab enables you to create your own client and candidate title options to select and display in the record cards.
To create/edit your own contact titles:
- Select the 'Admin' tab from the main menu.
- Select the 'Lists' tab.
- Select 'Contact Title' from the drop-down box.
- Enter the title in the text box and press the 'Save' button to upload it.
- Click the 'X' to delete obsolete entries.
To edit an existing entry 'Double Click' on the source you wish to edit, this will make the line item editable, edit as required then click away anywhere on the screen to confirm the edit.
When you click the 'X' to delete an obsolete entry, the following pop will display requesting that you re-assign all records to another in your list. You must do this to delete it from the available drop-down options.