The Prefix/Salutations feature allows the configuration of the prefixes and salutations used for entities within enVisual. This section is where authorised users can Add, Edit and Delete entries. This feature is controlled by the security group which can be configured in Settings > Security > System Security > Client > Maintenance > Prefix/ Salutations. Here, the user can set the View, Add, Edit and Delete permissions as required for the respective enVisual User Groups. Configured prefixes/ salutations are used within the Entity Wizard > Entity Details > Names.
This screen is made up of the following sections and features:
Description
This is the name of the prefix/ salutation which will be displayed within enVisual.
Type
The type defines whether the entry is a prefix or salutation and can be set when creating or editing an entry.
Editable
This column will be checked if the prefix/ salutation is editable, noting that system created entries cannot be edited by default. When a prefix/ salutation is not editable, the Edit and Delete options within the left panel and right-click menu are disabled.
Used
The Used column specifies which prefixes/ salutations are currently being used for an entity. If the entry is in use, the Delete option is disabled within the left panel and right-click menu.
To add a new prefix/ salutation, select Add Prefix to open the dialog box where you can then enter the name and type (prefix or salutation).
These prefixes and salutations can be selected within the entity screen and can be changed if required. The prefix drop-down box lists all prefixes created in the previous grid.
Salutations are also selecting from within the entity screen under the Salutations tab. As before, the drop-down box lists all salutations entered in the previous grid.
