• In Records, click Constituents
     
    • Open the appropriate constituent record
     
    • Select the Addressee/Salutations tab
     
    • Select the appropriate option from the Primary addressee and Primary salutation drop-down lists
     
    • For additional addressee/salutation options:
      1. Select the appropriate addressee/salutation type from the Type drop-down list. If the appropriate type is not available, add an entry to the Addr/Sal Types table.
       
      • Select the appropriate addressee/salutation option from the Addressee/Salutation drop-down list




       

      Note: Mark the Editable checkbox to manually type the addressee/salutation on the appropriate field, or add a new addressee/salutation in Configuration to add it to the drop-down list.