Salutation usage

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Posted on by CU21020959-0

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We are in the early stages of setting up a new CRM system and I was planning to use the contact.salutation field to store the customer title (i.e. Mr/Mrs/Ms etc.).

I was looking up how to change it to a dropdown with these values but upon further reading it seems that the salutation field is made for use in mailings, and to hold the greetings for these (i.e. Dear Rob, Dear Mr Smith).

Is this correct? If so then is there no built-in field on the contact entity to hold the prefix/title?

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Vijay Waghmare on at

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There is no such field present on Contact form to hold predefined prefix or title, if your requirement to have such functionality, then you can create a custom option set/drop down list to hold such values.

You can have “on save/on change” JavaScript code to set selected option set text as salutation and hide salutation field on form by default if not required.

Thanks,

Vijay waghmare

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Hosk on at

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There isn't a built in field because some people would use and some would not. How many types of title, I have seen a system where there was 60 potential titles, Mr, Mrs, General, Sister, Captain.

The beauty of CRM is you can easily use one of the current fields on the contact entity or create a brand new one.

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CU21020959-0 2,601 on at

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Thanks for the replies - I'll create a new optionset field to hold the Title.

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Abhijit Kadam on at

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Hi Hajs,

Use bellow script onSave event of the form. Create new option set for salutation "new_salutation" instead of using existing textbox.

function SalutationFullName(){

var selectedOptionset = Xrm.Page.getAttribute("new_salutation");

var Fullname = Xrm.Page.getAttribute("firstname").getValue();

if(Fullname != null){

if (selectedOptionset != null) {

var CheckNameSalutationFullname = Fullname.substr(0, Fullname.indexOf('.'));

if(CheckNameSalutationFullname != null){

var CheckNameSalutation = selectedOptionset.getSelectedOption().text.substr(0, selectedOptionset.getSelectedOption().text.indexOf('.'));

if(CheckNameSalutation != null){

if(CheckNameSalutationFullname == CheckNameSalutation){

} //CheckNameSalutationFullname != CheckNameSalutation

else {

var str = Fullname.split(".").pop();

Xrm.Page.getAttribute("firstname").setValue(selectedOptionset.getSelectedOption().text +" " + str);

} //CheckNameSalutationFullname != CheckNameSalutation else

} //CheckNameSalutation

} //CheckNameSalutationFullname

} //selectedOptionset

} //Fullname

} //Main

Mark answer if you are satisfied with the above answer.

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Community Member on at

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The "title" field is intended for this, but is only a text field. You might prefer to create a new option set field.

A common design pattern is this:

Create an option set field Mr, Mrs, Dr, Sir, Professor...Other. This is used purely as a data entry control, effectively.

On the form, on change of this field, copy its value to the built-in "title" text field. If "other" is selected, force the user to complete the text field. (on 2011 and earlier, use javascript for this and make the field "business required", on 2013 and later use Business Rules and if the option set is "Other" and the text field is empty, set an error message on the text field).

Match this with a workflow to deal with data created in other ways (eg import, integration).

Many of the built-in mail merge templates etc use the built-in text field, so by copying the values in there you don't have so much work to do to make them work properly.

A similar pattern is useful for other lists where it is almost impossible to be exhaustive in your choices to catch all of the "long tail". Would you include "President" in the list of prefixes, just in case one of a handful of people becomes a customer?

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kurtH on at

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Adam, do you have more details on using Business Rules for this solution? I think some Javascript is still required? Ex. I created a option set field, attempted to create a business rule, however cannot copy from the Option Set to the native salutation field - seems to be a strange issue on 2015 u.1. The option set field can be set as source, but the native salutation field cannot be chosen as destination.

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Antbutcher 387 on at

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@adamvero, I cannot find a "title" field against a contact to store "MR", "MRS" etc in CRM 2016, but only a salutation field, has this been changed in 2016?

Salutation in the past I have seen used for this purpose and also for how tro address a contact within a mail merge out of interest what is the designated use for the salutation field.

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