Difference between revisions of "Contact Types"

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''Location in standard build:'' '''Administration > Drop-Down Lists > Contact Types'''
 
  
Contact Types are a way of categorising Actions recorded on the Charitylog system. There are other ways of categorising (and therefore, reporting on) Actions -
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[[File:CT_1.jpg|300px|alt="contact types option in charitylog admin menu"|border]]
  
* Action Linked
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Contact Types are a way of categorising Contacts recorded using [[Record a Contact]] and can be enabled per project.  It is used to expand reporting on incoming contacts to specify either whom the contact was with or the type of contact that took place.  You can then specify direct client contacts and indirect contacts, such as meetings and report writing.
  
[[Communication Methods]]
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[[File:CT_2.jpg|700px|alt="a list of contact types, such as: with client, with others, with representative of client."|border]]
  
[[Referral Source]] ("Where did the client hear about us")
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To add a new Contact Type click on the 'Create New Contact Type' button or click on an existing contact type to edit.
  
* Referral Linked
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Complete/edit the following'
  
[[Referrer]]
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* '''Name''' of the Contact Type to be created
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* '''[[Display Order]]'''
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* '''Active Contact Type?''' - Set to 'Yes' to be available or 'No' to disable the option.
  
[[Project Subcategories]]
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Click the "Save Details" details button to submit the changes.
  
Contact Types are separate to all of these. The list of Contact Types can be configured to any setup you need. Once set up, entry of Contact Types is done from the Record a Contact screen, and can be made mandatory (forced) for users, or left optional. Users can only enter '''one Contact Type per action'''.
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==Enabling entry of Contact Types on Contacts==
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See [[Project Set Up| Project Setup]] to access the project settings and [[Record a Contact tab]] for how to switch Contact Methods on.
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Latest revision as of 16:35, 5 February 2024

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"contact types option in charitylog admin menu"

Contact Types are a way of categorising Contacts recorded using Record a Contact and can be enabled per project. It is used to expand reporting on incoming contacts to specify either whom the contact was with or the type of contact that took place. You can then specify direct client contacts and indirect contacts, such as meetings and report writing.

"a list of contact types, such as: with client, with others, with representative of client."

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.


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