Using Gender Titles

Written by Sam
... on a marvellous March day.

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📖 In This Article

›Setting the Client’s Gender in the Client Profile
›Using Gender as a Letter Placeholder
›

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Gender Titles must first be created in the Setup > Practice > Titles section. Learn how to do this here.

After Gender Titles have been created, they can be added to a Client’s Profile to help assist in correctly recording a Client’s Gender. After the Gender has been added to the Client Profile, it can then be used as a placeholder in Letters.

Setting the Client’s Gender in the Client Profile

If the Client does not exist in Nookal Add a Client Profile.

If the Client already exists in Nookal Find the Client’s Profile.

In the Client > Profile locate the Gender field.

Select the Client’s Gender from the list of available options.

Click Save Changes.

The Client’s Gender should now appear as selected in their Profile.

Using Gender as a Letter Placeholder

After the Gender has been added to the Client Profile, this field can be used as a placeholder in Letters to pull in a Client’s Gender automatically.

If you haven’t yet set up Letter Templates in Nookal, learn how to do this here.

Open an existing Letter or Letter Template and click into body of the letter.

You will find the Gender placeholder via Client > Profile > Gender.