Contact Types and Contact Type Groups

• Overview
• Creating a Contact Type
• Editing a Contact Type
• Assigning a Contact Type to a Contact
• Creating a Contact Type Group
• Editing a Contact Type Group
• Viewing Contact Types and Contact Type Groups in the Contact Manager

Overview

Contact Types and Contact Type Groups provide an effective way to organize and classify your contacts. For example, you could set up a Contact Type called Audio Vendor, and apply that Contact Type to any audio vendor contact in your Flex system. Then you can easily filter the Contact Manager to only show Contacts that are assigned to the "audio vendor" Contact Type.

Creating a Contact Type

1. On the Contacts menu, click Contact Types.
2. Click New Contact Type in the Workbench Menu.
3. Enter the new Contact Type details.
   • Name: The name of the Contact Type. This is the name that will be used when assigning the Contact Type to a Contact.
   • Code: Optional code for the Contact Type.
   • Group: The Contact Type group that the Contact Type will belong to. The default group name is just "Contact Type," but you can create others.
   • Description: Optional description of what the Contact Type is.
4. Click CREATE.

Editing a Contact Type

1. On the Contacts menu, click Contact Types.
2. Double-click the Contact Type that you want to edit.
3. Edit the Contact Type details.
   • Name: The name of the Contact Type. This is the name that will be used when assigning the Contact Type to a Contact.
   • Code: Optional code for the Contact Type.
   • Group: The Contact Type group that the Contact Type will belong to. The default group name is just "Contact Type," but you can create others.
   • Description: Optional description of what the Contact Type is.
4. Click UPDATE.

Assigning a Contact Type to a Contact

Once a Contact Type has been created, you will see it as a selectable option when creating or editing a Contact. When creating a new Contact, you will see the Contact Type section with check boxes next to each of the Contact Types in your system. Check the box next to any Contact Type that you want to apply to the Contact.

If you want to assign a Contact Type to an existing Contact, open the Contact and find the Contact Type group names (under the basic contact information). If no Contact Types have been assigned yet, each group will only list the word "none." Click on "none" (or any existing Contact Type that has already been assigned) and the Contact Type selector will appear. Check the box next to any Contact Type that youwant to apply to the Contact and click OK.

Creating a Contact Type Group

Contact Type Groups provide a way to organize your different Contact Types. For example, you might have a Contact Type group called "City," with several Contact Types assigned to that group (New York City, Las Vegas, Chicago, etc.).

To create a new Contact Type group:

1. On the Contacts menu, click Contact Types.
2. Click Contact Type Groups in the Workbench Menu.
3. Click New Contact Type Group in the Workbench Menu.
4. Enter the new Contact Type group details.
   • Name: The name of the Contact Type group. This is the name that will be used when choosing the group for a Contact Type.
   • Code: Optional code for the Contact Type group.
   • Description: Optional description of what the Contact Type group is.
5. Click CREATE.

Editing a Contact Type Group

1. On the Contacts menu, click Contact Types.
2. Click Contact Type Groups in the Workbench Menu.
3. Double-click the Contact Type group that you want to edit.
4. Edit the Contact Type group details.
   • Name: The name of the Contact Type group. This is the name that will be used when choosing the group for a Contact Type.
   • Code: Optional code for the Contact Type group.
   • Description: Optional description of what the Contact Type group is.
5. Click UPDATE.

Viewing Contact Types and Contact Type Groups in the Contact Manager

When you assign Contact Types to a Contact, you can use the Contact Types as a filter in the Contact Manager. Contact Type groups appear as the headers of columns, then the drop-down menu above the Contact Type group names contain all the Contact Types that are assigned to that group.

To filter by a specific Contact Type name, click the drop-down menu and make sure that only the Contact Types that you want to view are checked. The search results in the Contact Manager will filter accordingly.