Difference between revisions of "Contact Types"
From Charitylog Manual
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| − | Contact Types are a way of categorising Contacts recorded | + | Contact Types are a way of categorising Contacts recorded using [[Record a Contact]] and can be enabled per project. |
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* Name of the Contact Type to be created | * Name of the Contact Type to be created | ||
* [[Display Order]] | * [[Display Order]] | ||
| − | * Active? - Set to 'Yes' to be available or 'No' to disable the option | + | * 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. | Click the "Save Details" details button to submit the changes. | ||
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==Enabling entry of Contact Types on Contacts== | ==Enabling entry of Contact Types on Contacts== | ||
| − | + | See [[Project Set Up| Project Setup]] to access the project settings and [[Record a Contact tab]] for how to switch on. | |
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Revision as of 15:19, 18 April 2018
Contact Types are a way of categorising Contacts recorded using Record a Contact and can be enabled per project.
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 on.
