Contact Types

Contact Types

Overview

Actions

Field Descriptions

Availability
  • Standard
  • Professional
  • Enterprise

Overview

Use the Contact Types module to categorize contact records. All users can view Contact types.

Only users with database administration privileges can edit Contact types.

Actions

Follow the instructions below to perform tasks such as creating, editing, and exporting Contact Types records.

To…

Then…

Create a Contact Type record

  1. Click Contacts > View Contact Types on the Navigation menu.
    The Contact Types List View displays.
  2. Click Create NewContact Types Create Form displays.
    The
  3. Complete the Contact Types Create Form. See Field Descriptions for information about each field. Fields that have an asterisk (*) are required; you must enter data in the field to save the record.
  4. Click Save to save the record and view its detail page, or click Cancel .

Display a list of contact types

Click Contacts > View Contact Types.
The Contact Types List View displays.

Display the details for a contact type

Click the contact name in the Contact Types List View.
The Contact Types Detail View displays.

Edit contact type information

  1. Click the edit icon (pencil) associated with the Contact Types record in the Contact Types List View.
  2. Update the information. See Field Descriptions for information about each field.
  3. Click Save to update the record.

Suppress one or more contact type records

  1. In the Contact Types List View, click the Selection box associated with the record(s) you want to suppress.
  2. Click Suppress.
    A confirmation box displays.
  3. Click OK.
    The records are suppressed.

You can also suppress a single record by clicking Suppress on the Contact Type Detail View.

Update information related to multiple Contact Types

  1. In the Contact Types List View, click the Selection box associated with the records you want to update.
  2. Click Mass Update in the Actions dropdown.

For more information, see Editing and suppressing multiple records.

Duplicate contact type information

Click Duplicate in the Contact Types Detail View. Duplication is a convenient way of creating a similar contact type. You can change and save the information in the duplicate record to create a new record.

Find and merge duplicate records

Follow the instructions in Merging duplicate records.

Export records

  1. In the Contact Types List View, click the Selection box associated with the records you want to export.
  2. Click Export in the dropdown and follow the instructions in Exporting data.

Field Descriptions

Fields that have an asterisk (*) are required; you must enter data in the field to save the Contact Types record.

Contact Type*

Enter the name of the contact type. This is a mandatory field.

Assigned to

By default, the record is assigned to the creator of the Contact Type record. To change the assignment, click the user on the Users Popup List View (displays upon clicking the Selection arrow) or the list of users matching the character(s) you enter.

Report Sort

Enter an alphanumeric code for use in sorting records for reports.

Description

Enter additional details about the contact type.

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