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by Nickel Elite Contributor
on ‎06-08-2011 09:57 AM

Not sure if this is what you are looking for but click on Tools > Preferences > General tab > Salutation Preference button at the bottom.


This gives you the ability to determine how the Salutaiton field automatically updates based on the contact name entry.


Hope this helps.



on ‎06-08-2011 10:16 AM

Thanks Scott, but that is the default setup that needs to change. It does not allow me to choose one salutation setup for a particular type of contact; lets say a physician (prefix with Dr.) as an example, providing a "Dr. Jones" result, and then a different setup for us common folks (prefix with Mr.) as an example, providing a salutation of (first name only) "Scott" as the result. The current Salutations Preferences choice you allude to, only permit me to choose one setup or the other, not both. I need to be able to do both. Without that ability, when importing large databases, I have to go through the database and manually update those physician salutations one at a time which isn't efficient at all.