Contact Types

Contact Types allow you to group your Contacts list in a way that is meaningful to your Company. For instance, you may have several Contact Types related to Prospects who may become Customers. You may also have groups related to government, or business referrals.

The Contact Type appears on the Contact Lookup screen, where you can use the DataView functions to sort and select groups to view or work with.

Setting up a Contact Type:

•	On the Work Menu at the top of the screen, click the A/R down-arrow, and select Contact Types.

•	The smaller-size Lookup screen will appear. (To add or change a record, see Small Lookup, Add or Edit.)

•	Next, the Contact Type Details screen will appear. This screen has a second Tab for Notes.

Screen fields:

Contact Type:

Required. The descriptive name for this Contact Type, according to the groupings suitable for your Company.

Is Active:

Use the checkbox to indicate currently used by your Company. If you later remove the check-mark making this field Inactive, this entry will still show on older records where it has already been used, but will not be available for use in the future.

The default for the Lookup screen is to show Only Active records. You can remove the check-mark from the select-box on that screen and view all.

When complete:

Click OK to save your entries and exit the screen.

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