The Titles Setup feature in SAM allows administrators to manage the titles used within the system to ensure accurate and respectful addressing of individuals in formal and professional settings. Proper title management helps maintain consistency across records and enhances communication with customers, suppliers, and internal users. This feature enables administrators to add, edit, and remove titles as needed, ensuring they align with organisational preferences and evolving social norms.

Setting Up Titles in SAM

To set up titles in SAM, follow these steps:

1. Log In: Sign in to the system using the administrator account.
2. Access the Administration Menu: Navigate to the ‘Administration’ menu and select it from the options displayed, click on ‘User Profiles.’
3. Configure Titles: In the User Profiles section, select the ‘Title’ menu option to access the title management settings. Here, you can: Add new titles by entering them into the system. Edit existing titles if updates are required. Remove titles that are no longer needed.

Purpose of Titles:
Titles are used to address individuals respectfully in formal or professional settings. The following are common titles and their meanings:

• Mr. – Used for men.
• Mrs. – Used for married women.
• Miss. – Used for unmarried women.
• Ms. – A feminine term used regardless of marital status.
• Mx. – A gender-neutral title that combines the “M” from Mr. and Ms. with a gender-neutral “X.”

It is always best to ask individuals how they prefer to be addressed, as using the wrong title can be considered offensive.

Usage in SAM:
Titles entered in this section will be available in a dropdown menu when adding contacts across various modules in the system.