Contact Log Types
Left-hand Navigation: ADMIN » Inter/national » Contact Log Types
This article will briefly explain where Contact Log Types can be found and how you can add/delete/deactivate them.
Add
- Click "Add" in the top right corner
- Label the new Contact Log Type
- Choose "Classification" - Chapter/Individual/Association/Campaign/Company/International/University
- Submit
Note - Most are set at Conversion of a client, but can be added as necessary. You can arrange the order of how Contact Log Types appear in their respective picklist by using the double arrow to drag and drop them in the order of your choosing.
Delete/Deactivate
Click the "Delete" button next to the Contact Log Type. A Contact Log Type may be deleted if that type is not in use by any parties.
Click the "Deactivate" button on the right side of the screen. Any Contact Log Types will then be moved to the Inactive section.
