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Adding New Title Information for a Person

Any information concerning a position held within a company can be entered for a specified person.

To Add Title Information:

  1. Open the People module and add a new person or edit a person record.
  2. In the People Edit Mode, click the Titles Held tab.
  3. Click the New button.
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  4. Select an entity from the Entities List page by clicking on the entity or selecting the row and clicking  Select. The entity name will display (as read-only) in the Name text box.
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  5. Click the button next to the Title text box, then select a title.
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  6. Continue entering information by typing directly in the fields or by clicking the dropdown arrows in the date fields to select a date from the popup calendar.
  7. Click Save.
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