System Parameters - Creating Contact Types

This article is part of the System Parameters section.

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System Parameters

Contact Types are used on the Contacts tab in a Development. This is where contact information is stored for individuals or companies that you may need to contact in relation to a specific development e.g. keyholders

To access the Contact Types settings:

1. Select System from the toolbar.
   
   
2. From the dropdown, select System Parameter.
   
   
3. Finally, select Contact Types.
   
   

This will open the Contact Types window, where you can add new types, amend existing types or delete types, as required.

To add a new type:

1. Click Add New.
   
   
   
   
2. Enter a Contact Type Code and Description.
   
   
   
   
3. Click Save and Close.

If you no longer require a type, highlight it in the grid and click Delete.

Deleting a type will not remove it from the list. Instead, it will display with True in the Deleted column and will no longer be available for selection on the Development Contacts tab.

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