Difference between revisions of "Contact Types"
From Charitylog Manual
(→Enabling entry of Contact Types on Contacts) |
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| Line 14: | Line 14: | ||
Complete/edit the following' | 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 Contact Type? - 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. | ||
Revision as of 11:24, 2 May 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 Contact Methods on.
