How do I manage the list of Employee Titles/Salutations?

SMB comes with basic options for selecting an employee’s salutation or title. Based on your organisational needs, you may need to extend this list of options.

To add a new option, first click on the “Administration” option on the main menu, then click on the “Titles” link in the “Lookup Lists” panel.

When the table of current options is shown, click on the “Add A New Title” link at the top of the page, and enter the name of the new option in the dialog box shown, then click the “Add Title” button to create the new option.

To edit an existing option, click on the “Edit” button alongside its name and update the title, or to delete an option, click on the “Delete” button and confirm the action in the confirmation dialog box shown.

Note: If the title option has been used in existing employee records, it cannot be deleted. This is to ensure data integrity for historic records. You will also not be able to edit or delete any standard options provided in SMB.

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