Contact Types - Revision history

Jeff Epperson at 16:05, 3 December 2014

2014-12-03T16:05:17Z

Jeff Epperson at 15:13, 30 September 2013

2013-09-30T15:13:14Z

Jeff Epperson at 15:11, 30 September 2013

2013-09-30T15:11:45Z

Jeff Epperson at 19:52, 9 September 2013

2013-09-09T19:52:30Z

Jeff Epperson at 18:14, 9 September 2013

2013-09-09T18:14:18Z

Jeff Epperson at 17:18, 9 September 2013

2013-09-09T17:18:09Z

Jeff Epperson at 17:17, 9 September 2013

2013-09-09T17:17:34Z

Jeff Epperson at 17:16, 9 September 2013

2013-09-09T17:16:49Z

Jeff Epperson at 17:14, 9 September 2013

2013-09-09T17:14:44Z

Jeff Epperson: Created page with "Contact types can be used to organize your contacts. Callproof users can customize Contact Types to meet their needs. Defaults options are populated on new Callproof account..."

2013-09-09T17:08:10Z

Created page with "Contact types can be used to organize your contacts. Callproof users can customize Contact Types to meet their needs. Defaults options are populated on new Callproof account..."

New page

Contact types can be used to organize your contacts. Callproof users can customize Contact Types to meet their needs. Defaults options are populated on new Callproof accounts but these can be altered as needed.

* WARNING: If a contact type is deleted, all contacts of that type will also be deleted. Example: Contact Type "Dead Accounts" is created and old, useless contacts are added to this contact type. When "Dead Accounts" contact type is deleted, all records with Contact Type "Dead Accounts" will be deleted along with the Contact Type.

← Older revision		Revision as of 16:05, 3 December 2014
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−	Path: [[Callproof Support]] - [[Website~~]] - [[Navigation Bar]] - [[Home~~]] - [[Contact Types]]	+	Path: [[Callproof Support]] - [[Website]] - [[Contact Types]]

	== What are Contact Types? ==		== What are Contact Types? ==

@@ Line 15: / Line 15: @@
 == Add New Contact Type ==
-To add a new Contact Type, click on Add Contact Type near the top right of the of the main screen panel.
+To add a new Contact Type, click on Add Contact Type near the top right of the of the main screen panel.  Name the new type and click submit to save.
@@ Line 25: / Line 25: @@
 == Editing A Contact Type ==
-The notepad on the Contact Type line allows you to edit the name.  All contacts of that type will be updated and have the new name.
+The notepad on the Contact Type line allows an administrator to edit the name.  All contacts of that type will be updated and have the new name.

@@ Line 1: / Line 1: @@
 Path: [[Callproof Support]] - [[Website]] - [[Navigation Bar]] - [[Home]] - [[Contact Types]]
 Contact types can be used to organize your contacts.  Callproof users can customize Contact Types to meet their needs.  Default options are populated on new Callproof accounts but these can be altered as needed.
 == Viewing Current Contact Type ==

← Older revision		Revision as of 19:52, 9 September 2013
Line 1:		Line 1:
−	Path: [[Website]] - [[Navigation Bar]] - [[Home]]	+	Path: [[Callproof Support]] - [[Website]] - [[Navigation Bar]] - [[Home]] - [[Contact Types]]

	Contact types can be used to organize your contacts. Callproof users can customize Contact Types to meet their needs. Default options are populated on new Callproof accounts but these can be altered as needed.		Contact types can be used to organize your contacts. Callproof users can customize Contact Types to meet their needs. Default options are populated on new Callproof accounts but these can be altered as needed.

← Older revision		Revision as of 18:14, 9 September 2013
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		+	Path: [[Website]] - [[Navigation Bar]] - [[Home]]
		+
	Contact types can be used to organize your contacts. Callproof users can customize Contact Types to meet their needs. Default options are populated on new Callproof accounts but these can be altered as needed.		Contact types can be used to organize your contacts. Callproof users can customize Contact Types to meet their needs. Default options are populated on new Callproof accounts but these can be altered as needed.

← Older revision		Revision as of 17:18, 9 September 2013
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	Current Contact Types and the number of contacts of that type are displayed here.		Current Contact Types and the number of contacts of that type are displayed here.
		+

	== Add New Contact Type ==		== Add New Contact Type ==

@@ Line 6: / Line 6: @@
 Current Contact Types and the number of contacts of that type are displayed here.
@@ Line 21: / Line 25: @@
 The X on the far right after the notepad will delete the Contact Type '''along with any contacts of that type.'''
 * WARNING: If a contact type is deleted, all contacts of that type will also be deleted.  Example: Contact Type "Dead Accounts" is created and old, useless contacts are added to this contact type.  When "Dead Accounts" contact type is deleted, all records with Contact Type "Dead Accounts" will be deleted along with the Contact Type.

← Older revision		Revision as of 17:14, 9 September 2013
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−	Contact types can be used to organize your contacts. Callproof users can customize Contact Types to meet their needs. ~~Defaults~~ options are populated on new Callproof accounts but these can be altered as needed.	+	Contact types can be used to organize your contacts. Callproof users can customize Contact Types to meet their needs. Default options are populated on new Callproof accounts but these can be altered as needed.
		+
		+	To view Contact Types, from the navigation bar, select "Home" then "Contact Types".
		+
		+	At this point, current Contact Types and the number of contacts of that type are displayed. The red X next to the number of records will delete all those contacts matching that type, but will keep the contact type.
		+
		+	The notepad on the Contact Type line allows you to edit the name. All contacts of that type will be updated and have the new name.
		+
		+	The X on the far right after the notepad will delete the Contact Type '''along with any contacts of that type.'''
		+
		+	To add a new Contact Type, click on Add Contact Type near the top right of the of the main screen panel.
		+
		+

	* WARNING: If a contact type is deleted, all contacts of that type will also be deleted. Example: Contact Type "Dead Accounts" is created and old, useless contacts are added to this contact type. When "Dead Accounts" contact type is deleted, all records with Contact Type "Dead Accounts" will be deleted along with the Contact Type.		* WARNING: If a contact type is deleted, all contacts of that type will also be deleted. Example: Contact Type "Dead Accounts" is created and old, useless contacts are added to this contact type. When "Dead Accounts" contact type is deleted, all records with Contact Type "Dead Accounts" will be deleted along with the Contact Type.