Contact Types

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"contact types option in charitylog admin menu"

Contact Types are a way of categorising Contacts recorded using Record a Contact and can be enabled per project. It is used to expand reporting on incoming contacts to specify either whom the contact was with or the type of contact that took place. You can then specify direct client contacts and indirect contacts, such as meetings and report writing.

"a list of contact types, such as: with client, with others, with representative of client."

To add a new Contact Type click on the 'Create New Contact Type' button or click on an existing contact type to edit.

Complete/edit the following'

  • Name of the Contact Type to be created
  • Display Order
  • Active Contact Type? - Set to 'Yes' to be available or 'No' to disable the option.

Click the "Save Details" details button to submit the changes.

Enabling entry of Contact Types on Contacts

See Project Setup to access the project settings and Record a Contact tab for how to switch Contact Methods on.


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