Creating Contact Log Types

Contact Log Types specify how a customer/member was contacted. Typical types include Voicemail, email, and Phone.

Follow these steps to add additional types:

1. Open a new record from the Contact Log Types service, which is located in the Administration – CRM application.
2. Enter the type's name in the Name field.
3. Enter a description of the type in the Description field.
4. Specify an Icon, if desired, to display for contact log entries of this type. This field is reserved for future use.
   • This field points to an image in the Aptify Object Repository. See the Administering the Object Repository for more information.
     
     
5. Save and close the record.