Configuration: Add/Edit Contact Type
- This tutorial will cover the basics of adding and editing Contact Types in Fundly CRM.
- Contact Types are one of the core ways of classifying and organizing contacts.
- 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.
- If you do not wish to track information about the commonality an Affiliation is recommended.
- To add and edit Contact Types mouse over the Configuration menu Header and click on Contact Type.
- 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.
- To add a new Contact Type click on the Add(+) button in the upper right hand side of the screen.
- This will open the Add/Edit Contact Type Screen which will provide options for configuring the Contact type.
- In the Contact Type field type the name of the contact type as it will appear in Fundly CRM.
- The Contact Type Icon field allows you to set what icon will appear for contacts that have this Contact Type.
- 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.
- Both Contact Type and Contact Type Icon are required fields when creating Contact Types.
- Include This Contact Type For will allow you to specify if the Contact type will apply to Individuals, Organizations or Both.
- The Default Contact Type checkbox allows you to specify if the contact type will be selected automatically for all contacts you add to NonProfitEasy.
- The Make Active checkbox indicates that the Contact Type will be usable in the system.
- When you have completed making changes click on Save & Close. You may also Save & Add New if you desire to create more Contact types.
- Click on Cancel or Close if you do not desire to make changes.
- 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).
- Click on the Edit symbol for the Contact Type you wish to edit, which will bring up the Add/Edit Contact Type screen.
- 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.
- System defined contact types, those that come pre-configured in the system, cannot be edited or set to inactive.
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