Difference between revisions of "Contact Types"

From Charitylog Manual
Jump to: navigation, search
 
(13 intermediate revisions by 3 users not shown)
Line 1: Line 1:
 
 
[[File:helpheader_small.png|right]]
 
[[File:helpheader_small.png|right]]
''Location in standard build:'' '''Administration > Drop-Down Lists > Contact Types'''
 
 
[[File:CT_1.png|border]]
 
 
 
Contact Types are a way of categorising Actions recorded on the Charitylog system.
 
 
 
__TOC__
 
 
  
==Setting up Contact Types==
+
[[File:CT_1.jpg|300px|alt="contact types option in charitylog admin menu"|border]]
  
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.
+
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.
  
[[File:CT_2.png|border]]
+
[[File:CT_2.jpg|700px|alt="a list of contact types, such as: with client, with others, with representative of client."|border]]
  
 +
To add a new Contact Type click on the 'Create New Contact Type' button or click on an existing contact type to edit.
  
You can now add:
+
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? (Y/N)
+
* '''Active Contact Type?''' - Set to 'Yes' to be available or 'No' to disable the option.
 
 
Click "Save Details" when done.
 
 
 
[[File:CT_3.png|border]]
 
 
 
 
 
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|border]]
 
  
 +
Click the "Save Details" details button to submit the changes.
  
 
==Enabling entry of Contact Types on Contacts==
 
==Enabling entry of Contact Types on Contacts==
  
Before the list of Contact Types is available for users to fill in, it must be enabled for each Project that needs to use it.
+
See [[Project Set Up| Project Setup]] to access the project settings and [[Record a Contact tab]] for how to switch Contact Methods on.
 
 
Click on ''Administration > Projects and Referral Entries > Project Setup'':
 
 
 
[[File:CT_5.png|border]]
 
 
 
 
 
Then click on the name of the Project you wish to enable Contact Types for.
 
 
 
[[File:CT_6.png|border]]
 
 
 
 
 
On the Project Settings tab, there are two options:
 
 
 
* Allow entry of Contact Types? - this setting governs whether the "Contact Type" drop-down box appears on the Record a Contact screen or not
 
* Force entry of Contact Types? - if set to "Yes", the user will not be allowed to save the information on the Record a Contact screen until the Contact Type field has been filled in.
 
 
 
[[File:CT_7.png|border]]
 
 
 
 
 
==Reporting Outputs==
 
 
 
Data entered against the list of Contact Types is available:
 
 
 
* In the KPI Report Designer as a filter (e.g. Number of Contacts By Contact Type) and an output (e.g. Full Data Extract Of Contacts)
 
* On Extra Referral Data in the "Referral-Linked Records" section of the Blue Folder Lookup
 
 
 
 
 
 
----
 
----
  
[[User:Rob Kay|Rob Kay - manual author]] ([[User talk:Rob Kay|talk]]) 16:15, 23 April 2015 (BST)
+
[[File:helpheader_small.png|right]]

Latest revision as of 16:35, 5 February 2024

Helpheader small.png

"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.


Helpheader small.png