Difference between revisions of "Contact Types"

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(→‎Editing A Contact Type)
(→‎Deleting Contacts of a certain Contact Type)
 
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<div style="clear:both;"></div>
 
== Viewing Current Contact Type ==
 
== Viewing Current Contact Type ==
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[[File:ContactTypeIndex.png|200px|thumb|right|Contact types]]
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[[File:ContactTypeIndex.png|250px|thumb|right|Contact types]]
  
 
To view Contact Types, from the navigation bar, select "Home" then "Contact Types".
 
To view Contact Types, from the navigation bar, select "Home" then "Contact Types".
  
 
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.
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 +
'''Navigation:''' '''Home''' → '''Settings & Customization''' → '''Account Types'''
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 +
# Log in to your CallProof account.
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# From the main navigation bar, hover over '''Home'''.
 +
# In the '''Settings & Customization''' section of the drop-down menu, click '''Account Types'''.
 +
# The '''Account Types''' page opens.
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# View the list of available contact types.
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# The page displays all configured contact types and their details.
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<div style="clear:both;"></div>
  
 
== Add New Contact Type ==
 
== Add New Contact Type ==
−
[[File:AddNewContactType.png|200px|thumb|right|Add New Contact Type]]
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[[File:AddNewContactType.png|250px|thumb|right|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.  Name the new type and click submit to save.
 
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.
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 +
'''Navigation:''' '''Home''' → '''Settings & Customization''' → '''Account Types'''
 +
 +
# Log in to your CallProof account.
 +
# From the main navigation bar, hover over '''Home'''.
 +
# In the '''Settings & Customization''' section of the drop-down menu, click '''Account Types'''.
 +
# The '''Account Types''' page opens.
 +
# Click the '''Add Account Type''' button.
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# The '''Add Account Type''' page opens.
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# Enter the required account type details.
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# Click the '''Save''' button.
 +
# The new account type is saved successfully and appears in the Account Types list.
 +
<div style="clear:both;"></div>
  
 
== Deleting Contacts of a certain Contact Type ==
 
== Deleting Contacts of a certain Contact Type ==
−
[[File:DeleteContactType.png|200px|thumb|right|Delete Contact Type]]
+
[[File:DeleteContactType.png|250px|thumb|right|Delete Contact Type]]
 
The red X next to the number of records will delete all those contacts matching that type, but will keep the contact type.
 
The red X next to the number of records will delete all those contacts matching that type, but will keep the contact type.
 +
 +
'''Navigation:''' '''Home''' → '''Settings & Customization''' → '''Account Types'''
 +
 +
# Log in to your CallProof account.
 +
# From the main navigation bar, hover over '''Home'''.
 +
# In the '''Settings & Customization''' section of the drop-down menu, click '''Account Types'''.
 +
# The '''Account Types''' page opens.
 +
# Locate the account type that you want to delete.
 +
# Click the '''Delete (X) icon''' next to the account type.
 +
# A confirmation message appears.
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# Click '''OK''' to confirm the deletion.
 +
# The account type is deleted successfully from the Account Types list.
 +
<div style="clear:both;"></div>
 +
<div style="clear:both;"></div>
  
 
== Editing A Contact Type ==
 
== Editing A Contact Type ==
−
[[File:EditContactType.png|200px|thumb|right|Edit Contact Type]]
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 +
<div style="float:right; margin:0 0 1em 1em;">
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{| style="border:0;"
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| [[File:ContactTypeEdit.png|250px|thumb|Click the Edit (pencil) icon]]
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| [[File:EditContactType.png|250px|thumb|Edit Contact Type]]
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|}
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</div>
  
 
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.
 
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.
 +
 +
'''Navigation:''' '''Home''' → '''Settings & Customization''' → '''Account Types'''
 +
 +
# Log in to your CallProof account.
 +
# From the main navigation bar, hover over '''Home'''.
 +
# In the '''Settings & Customization''' section of the drop-down menu, click '''Account Types'''.
 +
# The '''Account Types''' page opens.
 +
# Locate the account type that you want to edit.
 +
# Click the '''Edit (pencil) icon''' next to the account type.
 +
# The '''Edit Account Type''' page opens.
 +
# Update the required account type details.
 +
# Click the '''Save''' button.
 +
# The account type is updated successfully.
  
 
== Removing A Contact Type ==
 
== Removing A Contact Type ==

Latest revision as of 11:07, 14 July 2026

Path: Callproof Support - Website - Contact Types

What are 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

Contact types

To view Contact Types, from the navigation bar, select "Home" then "Contact Types".

Current Contact Types and the number of contacts of that type are displayed here.

Navigation: Home → Settings & Customization → Account Types

  1. Log in to your CallProof account.
  2. From the main navigation bar, hover over Home.
  3. In the Settings & Customization section of the drop-down menu, click Account Types.
  4. The Account Types page opens.
  5. View the list of available contact types.
  6. The page displays all configured contact types and their details.

Add New Contact Type

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. Name the new type and click submit to save.

Navigation: Home → Settings & Customization → Account Types

  1. Log in to your CallProof account.
  2. From the main navigation bar, hover over Home.
  3. In the Settings & Customization section of the drop-down menu, click Account Types.
  4. The Account Types page opens.
  5. Click the Add Account Type button.
  6. The Add Account Type page opens.
  7. Enter the required account type details.
  8. Click the Save button.
  9. The new account type is saved successfully and appears in the Account Types list.

Deleting Contacts of a certain Contact Type

Delete Contact Type

The red X next to the number of records will delete all those contacts matching that type, but will keep the contact type.

Navigation: Home → Settings & Customization → Account Types

  1. Log in to your CallProof account.
  2. From the main navigation bar, hover over Home.
  3. In the Settings & Customization section of the drop-down menu, click Account Types.
  4. The Account Types page opens.
  5. Locate the account type that you want to delete.
  6. Click the Delete (X) icon next to the account type.
  7. A confirmation message appears.
  8. Click OK to confirm the deletion.
  9. The account type is deleted successfully from the Account Types list.

Editing A Contact Type

Click the Edit (pencil) icon
Edit Contact Type

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.

Navigation: Home → Settings & Customization → Account Types

  1. Log in to your CallProof account.
  2. From the main navigation bar, hover over Home.
  3. In the Settings & Customization section of the drop-down menu, click Account Types.
  4. The Account Types page opens.
  5. Locate the account type that you want to edit.
  6. Click the Edit (pencil) icon next to the account type.
  7. The Edit Account Type page opens.
  8. Update the required account type details.
  9. Click the Save button.
  10. The account type is updated successfully.

Removing A Contact Type

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.
Retrieved from "http://docs.callproof.com/index.php?title=Contact_Types&oldid=1118"