Contact Types

Staff must select the “Type of Contact” when entering notes. To manage the methods that appear to staff in the “Type of Contact” drop-down, use Contact Type in ServiceLink Admin.

Add Contact Type

1. Navigate to Admin Tasks > ServiceLink tab > Contact Types tile. The Contact Type page displays.
   
2. Click Add. The Contact Reasons page displays. Provide the following information:
   
   • Description: Text; Provide the description of the note that will display in the contact type drop-down.
   • Order: Text; Provide the order in which you want the contact type to display. Note: This does not automatically reorder the other contact types.
   • Note Type: Check Boxes; Select which note type(s) you want the contact type to display on.
   • Active: Option; Select Yes to make the contact type active or No to make the contact inactive. Inactive contact types doe not display in the drop-down on notes pages.
3. Click Submit.

Edit Contact Type

1. Navigate to Admin Tasks > ServiceLink tab > Contact Types tile

2. Click the Edit link of the contact type to be edited. The Edit Contact Type page displays. The fields are pre-filled with the current values.
   
3. Make any desired edits. Click Submit.