Title Codes and Gender Defaults
You can configure the program to automatically assign genders to constituents based on their titles, such as Mr. and Mrs. On the Title Code Defaults page, you can manage the titles used in your organization and establish the default gender for each. To access this page from Constituents, select Title code defaults under Configuration.
Tip: If your organization has upgraded to service pack 36 or higher, see "Review how title codes populate gender". It enables you to use a code table of user-defined gender values. If you've upgraded to service pack 39, you can set all title codes to "any" gender in bulk.
Add a Title CodeFrom Constituents, select Title code defaults under Configuration. The Title Code Defaults page appears.
Select Add. The Add a title code screen appears.
Enter the title, such as Mrs. or Governor.
In the Gender field, select the default gender to assign to the title.
Tip: If your organization has upgraded to service pack 36 or higher, see "Review how title codes populate gender". It enables you to use a code table of user-defined gender values. If you've upgraded to service pack 39, you can set all title codes to "Any" gender in bulk.
Select Save. You return to the Title Code Defaults page.
Edit a Title CodeFrom Constituents, select Title code defaults under Configuration. The Title Code Defaults page appears.
Under Title code defaults, select a title and select Edit. The Edit a title code screen appears.
Edit the title or default gender as necessary.
Tip: If your organization has upgraded to service pack 36 or higher, see "Review how title codes populate gender". It enables you to use a code table of user-defined gender values. If you've upgraded to service pack 39, you can set all title codes to "Any" gender.
Select Save. You return to the Title Code Defaults page.
Delete a title codeFrom Constituents, select Title code defaults under Configuration. The Title Code Defaults page appears.
Under Title code defaults, select the title to delete.
On the action bar, select Delete. A message appears to ask whether to delete the title.
Select Yes. You return to the Title Code Defaults page.