- 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:
- 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.