Contact Type

Program #:   1632

Module:    Utilities

Overview

Use Contact Type (program #1632) to define the Type field drop-down menu in the contact details screen of the Data Entry (program #559) Action Plans tab. Contact Types describe the role of each contact at an installation.

The Contact Type Window

The following graphic shows Contact Type as the program opens.

Field/Column Descriptions

The following table describes the fields and columns used in Contact Types.

Creating a Contact Type

Use the following steps to create a contact type:

   1.    Choose New Record.

‰    The fields open for changes.

   2.    Enter new contact type and description.

   3.    Choose Save to save changes and close.

Changing a Contact Type

You can change the description of an existing contact type.

Use the following steps to change a contact type description:

   1.    Double-click the contact type you want to change, or choose Get Record.

   2.    Choose Change Record.

‰    The description field opens for changes.

   3.    Change the description as needed.

   4.    Choose Save.

Deleting a Contact Type

Use the following steps to delete a contact type:

   1.    Select the contact type you want to delete.

   2.    Choose Delete Record.

‰    The contact type no longer appears in the list of types.

Zooming into a Contact Type

Use the following steps to Zoom into a contact type:

   1.    Select the type you want to zoom on.

   2.    Choose Zoom.

‰    The user is presented with a lower pane

   3.    Select the Add button to add a language to a specific Contact Type.

Button Functions

The following table displays the buttons, describes the shortcut keys, actions and functionality.

Modifications and Updates to Contact Type

The following table lists modifications and updates to the Contact Type document.