Contact Titles
Overview
The Contact Titles add/edit list is accessed from the SYS: Contacts screen. Use the Contact Titles list to group related Contacts. Use it to help identify the Titles (or positions) of your Contacts. Titles define who you are.
Security
This add/edit list is part of the SYS Add Edit List ALL Security Group.
Security Features include the ability to:
- Deny Set Active\Inactive
- Deny Set Default
Tip: For more information see Security Groups Overview and Security Groups By Module.
Contact Titles screen
Related Information
- Add an entry to the add/edit list
- Create Contacts
- Go to Contacts
Key Functionality
WinTeam automatically assigns an ID to each new record, and uses the ID field to identify each record. You may change system-assigned ID Numbers.
Use this field to enter a unique name for the record. After a new record is created, WinTeam displays this Description with the corresponding ID number in the Add/Edit list.
Select this check box to make the selected record active. Clear the check box to make the record inactive.
Select this check box to make the selected record the default value for this Add/Edit list. WinTeam uses this record to automatically fill in the corresponding field on a new record in the related screen.