Difference between revisions of "Contact Types"
From Charitylog Manual
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Contact Types are a way of categorising Contacts recorded on the Charitylog system. | Contact Types are a way of categorising Contacts recorded on the Charitylog system. | ||
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[[File:CT_2.png|border]] | [[File:CT_2.png|border]] | ||
| − | + | To add a new Contact Type click on the 'Create New Contact Type' button or click on an existing contact type to edit. | |
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| + | Complete/edit the following' | ||
* Name of the Contact Type to be created | * Name of the Contact Type to be created | ||
* [[Display Order]] | * [[Display Order]] | ||
| − | * Active? | + | * Active? - Set to 'Yes' to be available or 'No' to disable the option |
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| + | Click the "Save Details" details button to submit the changes. | ||
==Enabling entry of Contact Types on Contacts== | ==Enabling entry of Contact Types on Contacts== | ||
Revision as of 15:15, 18 April 2018
Contact Types are a way of categorising Contacts recorded on the Charitylog system.
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? - 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
Before the list of Contact Types is available for users to fill in, it must be enabled for each Project that needs to use it.
Click on Administration > Projects and Referral Entries > Project Setup:
Then click on the name of the Project you wish to enable Contact Types for.
On the Project Settings tab, there are two options:
- Allow entry of Contact Types? - this setting governs whether the "Contact Type" drop-down box appears on the Record a Contact screen or not
- Force entry of Contact Types? - if set to "Yes", the user will not be allowed to save the information on the Record a Contact screen until the Contact Type field has been filled in.
Reporting Outputs
Data entered against the list of Contact Types is available:
- In the KPI Report Designer as a filter (e.g. Number of Contacts By Contact Type) and an output (e.g. Full Data Extract Of Contacts)
- On Extra Referral Data in the "Referral-Linked Records" section of the Blue Folder Lookup
Rob Kay - manual author (talk) 16:15, 23 April 2015 (BST)
