SALUTATIONS
The Salutations section allows administrators to define and manage salutations (e.g., Mr., Mrs., Dr., Ms.) used in contact details across the system. This ensures uniformity and professionalism in addressing individuals throughout the application.
Navigation
Follow these steps to access the Salutations interface:
- Navigate to the Org Config module from the main menu
- Under the Secondary Master section, select Salutations
The Salutations interface will display all existing salutations and provide options to create new ones.
Creating a New Salutation
Step 1: Initiate Salutation Creation
Click the Add button in the toolbar to begin creating a new salutation.
Step 2: Complete the Salutation Form
A salutation form will appear with the following fields:
| Field | Description | Required |
|---|---|---|
| Salutations Name | The salutation title (e.g., Mr., Mrs., Dr., Ms.) | ✓ Yes |
| Description | A brief explanation of when to use this salutation | Optional |
| Remarks | Additional notes or comments about the salutation | Optional |
| Active Status | Toggle to activate or deactivate the salutation | Optional |
Step 3: Save the Salutation
After completing the required information, click the Save button to create the salutation.
Warning
Salutations Name is a mandatory field.
Managing Existing Salutations
Salutation Listing View
Once created, all salutations are displayed in the Salutations table:
The table provides a comprehensive overview of all configured salutations, including their names, descriptions, and active status.
Actions
Each salutation in the listing supports the following actions:
Edit Salutation
Click the Pencil icon in the Actions column to modify salutation details including name, description, or active status.
View Salutation
Click the Eye icon in the Actions column to view complete salutation details in read-only mode.
Toolbar Features
The Salutations interface includes the following toolbar features:
| Icon | Feature | Description |
|---|---|---|
| ➕ Add | Add Record | Create a new salutation |
| 📊 Export | Export to Excel | Download the salutation data as an Excel spreadsheet |
| 🔍 Search | Search Input | Filter salutations by entering keywords (searches across all columns) |
| 🔄 Refresh | Refresh Data | Reload the salutation table to display the latest data |
| 🏠 Home | Navigate Home | Return to the application home page |
| ⬅️ Back | Go Back | Navigate to the previous page |
Note
Salutations can be found and used in the Contact tab within Company Master, Customer Master, and Vendor Master modules for addressing contact persons professionally.