Difference between revisions of "Contact Types"
From Charitylog Manual
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''Location in standard build:'' '''Administration > Drop-Down Lists > Contact Types''' | ''Location in standard build:'' '''Administration > Drop-Down Lists > Contact Types''' | ||
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| − | + | Contact Types are a way of categorising Actions recorded on the Charitylog system. | |
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| − | == | + | ==Setting up Contact Types== |
Clicking on the menu item will bring you to the list of existing Contact Types on your system, if there are any. Click on "Create New Contact Type" to add a new one. | Clicking on the menu item will bring you to the list of existing Contact Types on your system, if there are any. Click on "Create New Contact Type" to add a new one. | ||
Revision as of 13:50, 23 April 2015
Location in standard build: Administration > Drop-Down Lists > Contact Types
Contact Types are a way of categorising Actions recorded on the Charitylog system.
Setting up Contact Types
Clicking on the menu item will bring you to the list of existing Contact Types on your system, if there are any. Click on "Create New Contact Type" to add a new one.
You can now add:
- Name of the Contact Type to be created
- Display Order
- Active? (Y/N)
Click "Save Details" when done.
You will be returned to the list of Contact Types with the new one added.
To edit any existing Contact Type, click on its name.
