To add a new contact type

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The procedure to add a new contact type is as follows:

  1. Using the global search facility, type in the first few characters of the contact 1.
  2. Double-click on the row containing the exact record match. Where the expected record is not listed, a more advanced search can be conducted using the spy-glass icon ().
  3. Click on Contact Details. The Contact Details window is displayed for the current contact.
  4. Click on New Contact Type. The Contact Type window is displayed.
  5. Using the Contact types drop-down field, multi-select all parameter values which apply to the contact e.g. Care Provider, Housing Officer, Social Worker, Tenant, etc., or choose the All option, as required 1.
  6. Choose an Effective from date for the selected contact types i.e. the date on which they came into effect for the contact record 2.
  7. Choose an Effective to date if the link to these contact types is to be reviewed on a specific date or to capture a change of circumstances; a blank field means the contact types will be continually valid.
  8. Use the Comments field to add any contextual data that is relevant to the inclusion of these contact types.
  9. Click on Confirm. The additional entries are displayed in the Contact Types summary table.
  10. Repeat steps 4 through 9 to add further contact types 3.
  11. Click on Save.


Tip

1 Where only a small number of parameter values are not required, activate the All tick box first and then de-select individual items from the full list, as required; the All tick box will be automatically removed once an item is de-selected.

Note

1 The search facility will automatically return all possible matches for both first name and last name once the Number of characters before an automatic search commences system preference is reached.

2 The Effective from date defaults to the current system date and cannot be left blank.

3 The option to add discrete contact types ensures that differing effective dates can be maintained.


See related topics...

To create a new contact

To add a new contact address

To update a contact profile

To update income and employment records for a contact

To update contact communication details

To update contact communication preferences

Using the search facility