CMS Handling the Honorifics for the customers
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==Purpose== | ==Purpose== | ||
| - | There are some of our clients that need to use different values than the predefined hard-coded list of Honorific values. While this is not presently a designed feature of CMS, there is a way to make it work. This article explains the steps necessary to create and use your own honorifics until such capabilities are built into CMS. | + | There are some of our clients that need to use different values than the predefined hard-coded list of Honorific values. While this is not presently a designed feature of CMS, there is a way to make it work by leveraging a slight difference between the way honorofics work in Order Entry vs the Contact Manager (Customers) sections. This article explains the steps necessary to create and use your own honorifics until such capabilities are built into CMS. |
==Explanation== | ==Explanation== | ||
Revision as of 18:41, 22 April 2009
Purpose
There are some of our clients that need to use different values than the predefined hard-coded list of Honorific values. While this is not presently a designed feature of CMS, there is a way to make it work by leveraging a slight difference between the way honorofics work in Order Entry vs the Contact Manager (Customers) sections. This article explains the steps necessary to create and use your own honorifics until such capabilities are built into CMS.
Explanation
In Customers Manager, the operator will be allowed to select from the list of available Honorific values. Custom values will not be recognized and will not be saved.
Here is a way to use custom typed Honorific codes:
1. You can type custom Honorific in Order Entry in any of the 3 customer addresses (Mailing/Shipping/Billing in the Customer/Shipping/Money screens) and that Honorific will save to the order's address in the database:
2. If the "Default Ship To" or "Default Bill To" flags are checked :
then the changes done to the address will also post and reflect on the customer's record in Customers Manager. Example:
