SKY - Contact Records

Bobbi Jo Eisenreich
Bobbi Jo Eisenreich
Ninth Anniversary Kudos 2 Name Dropper Participant
in Blackbaud Grantmaking™ General Discussions

Where can I find the title field on the contact record? Thank you!

Comments

  • Carolyn Worth
    Carolyn Worth
    Eighth Anniversary Kudos 1 Facilitator 1

    Changing

  • Bobbi Jo Eisenreich
    Bobbi Jo Eisenreich
    Ninth Anniversary Kudos 2 Name Dropper Participant

    I don't understand what is meant by “changing”

  • Carolyn Worth
    Carolyn Worth
    Eighth Anniversary Kudos 1 Facilitator 1

    My error - I started to write something and got interrupted, and did not know that word got through.

  • Carolyn Worth
    Carolyn Worth
    Eighth Anniversary Kudos 1 Facilitator 1

    To change the title, select the contact which shows at the top of either Org. or Request folder. A window will show up with Org. info in the top half and Contact info in the lower half. You will see the contact name and title, with an image of a pencil beside the title. Select the image, which takes you to a small window for you to change the title. Note that changing the “prefix” (Mr., Mrs. Dr. etc.) is similar, but when you see that lower half, select “VIEW” and a window will open for corrections.

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