How to add a title to a contact

For titles, you don't need to create a new Custom Field in your CRM.

It is already available in OnePageCRM; you just need to turn it on.

Go to your User/Profile Icon (top right-hand corner) → Settings → Custom Fields tab.

Under Contact Fields toggle the slider to green to add Titles to your contacts.

Settings Page l Custom Fields tab l Enable the

To add additional drop-down values to the default ones e.g. Mr, Mrs, Ms, such as Doctor click on the pencil icon to the right of the Title Contact Field.

Once the

Add another field by clicking on + Add Item → add the new value → click Save to submit your settings.

Edit Title Contact custom field l click on

To delete a dropdown option, click on the - icon to the right of the field → click Save to submit your settings.

Click on the grey minus (-) icon in order to remove an option.

In the contact view, your mandatory field will be displayed with an asterisk (*) to indicate this field as mandatory and the contact cannot be saved unless it is populated.

On the

How to add a title to a contact

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