Difference between revisions of "Contact Types"
From Charitylog Manual
| Line 7: | Line 7: | ||
[[Communication Methods]] | [[Communication Methods]] | ||
| + | |||
[[Referral Source]] ("Where did the client hear about us") | [[Referral Source]] ("Where did the client hear about us") | ||
| Line 12: | Line 13: | ||
[[Referrer]] | [[Referrer]] | ||
| + | |||
[[Project Subcategories]] | [[Project Subcategories]] | ||
Contact Types are separate to all of these. The list of Contact Types can be configured to any setup you need. Once set up, entry of Contact Types is done from the Record a Contact screen, and can be made mandatory (forced) for users, or left optional. Users can only enter '''one Contact Type per action'''. | Contact Types are separate to all of these. The list of Contact Types can be configured to any setup you need. Once set up, entry of Contact Types is done from the Record a Contact screen, and can be made mandatory (forced) for users, or left optional. Users can only enter '''one Contact Type per action'''. | ||
Revision as of 16:12, 24 November 2014
Location in standard build: Administration > Drop-Down Lists > Contact Types
Contact Types are a way of categorising Actions recorded on the Charitylog system. There are other ways of categorising (and therefore, reporting on) Actions -
- Action Linked
Referral Source ("Where did the client hear about us")
- Referral Linked
Contact Types are separate to all of these. The list of Contact Types can be configured to any setup you need. Once set up, entry of Contact Types is done from the Record a Contact screen, and can be made mandatory (forced) for users, or left optional. Users can only enter one Contact Type per action.
