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Where Are The Criteria For Import Names and the Salutation Field

Bronze Super Contributor
Posts: 1,505
Country: USA

Where Are The Criteria For Import Names and the Salutation Field

I just did an import from an Excel spreadsheet.

 

All that showed in the Salutation field was either blank or "Mr."

 

Where is that controlled?

John Purdy
ACT! Premium V. 20.0.159
HP ENVY 17m, 16GB, & Office 365, 32bit, 1TB HDD.
ACT CRM Advisor
Copper Elite Contributor
Posts: 116
Country: United States

Re: Where Are The Criteria For Import Names and the Salutation Field

By default the salutation populates with the first name of the contact.  If they are showing blank then your import did not clearly map to first and last name fields. 

Karen Fredricks
Tech Benders
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