Contact Types

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Location in standard build: Administration > Drop-Down Lists > Contact Types

File:CT 1.png


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.

File:CT 2.png


You can now add:

  • Name of the Contact Type to be created
  • Display Order
  • Active? (Y/N)

Click "Save Details" when done.

File:CT 3.png


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.

File:CT 4.png


Enabling entry of Contact Types on Actions