Configuration: Add/Edit Contact Type (Version 1.0)

Configuration: Add/Edit Contact Type

1. This tutorial will cover the basics of adding and editing Contact Types in Fundly CRM.
2. Contact Types are one of the core ways of classifying and organizing contacts.
3. A Contact Type should represent a class of contacts, important to your organization, for which a commonality exists and you desire to track information associated with that commonality.
4. If you do not wish to track information about the commonality an Affiliation is recommended.
5. To add and edit Contact Types mouse over the Configuration menu Header and click on Contact Type.
6. This will bring up the Configuration Management – Contact Types screen where you will see a list of all currently configured Contact Types to which you can either add or edit.
7. To add a new Contact Type click on the Add(+) button in the upper right hand side of the screen.
8. This will open the Add/Edit Contact Type Screen which will provide options for configuring the Contact type.
9. In the Contact Type field type the name of the contact type as it will appear in Fundly CRM.
10. The Contact Type Icon field allows you to set what icon will appear for contacts that have this Contact Type.
11. You may click Upload Icon in order to change the icon for the contact type from either one already in the system, or one uploaded from your computer.
12. Both Contact Type and Contact Type Icon are required fields when creating Contact Types.
13. Include This Contact Type For will allow you to specify if the Contact type will apply to Individuals, Organizations or Both.
14. The Default Contact Type checkbox allows you to specify if the contact type will be selected automatically for all contacts you add to NonProfitEasy.
15. The Make Active checkbox indicates that the Contact Type will be usable in the system.
16. When you have completed making changes click on Save & Close. You may also Save & Add New if you desire to create more Contact types.
17. Click on Cancel or Close if you do not desire to make changes.
18. To edit a pre-existing Contact type mouse over the contact type you wish to edit and to the far left you will notice two symbols appear. Edit (pencil) and Delete (X).
19. Click on the Edit symbol for the Contact Type you wish to edit, which will bring up the Add/Edit Contact Type screen.
20. To set it so that no Contact can be assigned a specific contact type you may set the contact type as inactive by clicking on the status button in the column on the right.
21. System defined contact types, those that come pre-configured in the system, cannot be edited or set to inactive.