How to set your default greeting style

By setting the greeting style default, you can decide how your customers are greeted when emailing through Mobile Locker. There are two options: professional and personal.

Professional: Will use a salutation and last name when available (e.g., "Dear Dr. Smith", "Dear Mrs. Johnson").

Personal: Will use the first name for a more casual approach (e.g., "Dear John").

On your computer, navigate to "Edit My Profile".

Scroll down to the "Default Greeting Style" section. Select the style you prefer, and then scroll to the bottom to save your preference.

To change the greeting style for a one-off contact, navigate to the Contacts tab, then click the blue email link for the contact you want to change. Pro Tip: Use the Search tool if you have many contacts.

Make the applicable changes, then click the Save button.