Difference between revisions of "Contact Methods"

Revision as of 09:23, 19 April 2018

File:CM 1.png

The list of Communication Methods are used when Recording Contacts (Contact Method and Response Method). It is also used in Clubs and Clinics if the club/clinic/group is set to save completed attendances into the client's History, and on organisation/person Details screens for the "Preferred Method Of Communication" field.

File:CM 2.png

Creating/Editing

Click on an existing method to edit it or click the 'Create New Method' button to create a new one.

You can now enter/edit the following details:

• Contact method - Name of the method.
• Show as "contact method" in Record a Contact - This is used in the top section when Recording Contacts
• Show as "response method" in Record a Contact - This is used in the bottom section in when Recording Contacts
• Is this a contact in or contact out method (or N/A) - This can be used with a KPI for contacts in and out.
• Is this an email method? - Used for activating email options for mail merges when set as Preferred Method of Contact.
• Is this a cancellation method?
• Displayed in Reports?
• Displayed in Calendar?
• Display order
• Active method?

Click the 'Save Details' button to continue.

Merging

You can merge marital statuses together if you wish to reduce your options. This will also update any record using the statuses. To merge follow the steps below;

1. Click on the first status
2. Click the 'here' link (Click here to Merge Maritals) If you wish to change the details of the record you have selected, this need to be saved first.
3. Select the Status you wish to merge in the drop down list.
4. Click the 'Merge Data' button.
5. Click 'cancel' to abort the change or 'OK' to continue. This cannot be undone!

Rob Kay - manual author (talk) 14:48, 23 April 2015 (BST)