Contact Types

Published: March 22, 2016

Description:
Learn how to setup multiple contact types on NLS.

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Transcript

In this video I’m going to discuss Contact Types. Contact Types can be configured in the Set Up. So if we click on Set Up, you can expand Contact Setup and navigate to Contact Type. So the primary purpose of a Contact Type is to allow a unique set of user defined fields to display for any given contact record that is assigned to that Contact Type. So we have three different tabs; each containing 50 user defined fields that can be configured for each Contact Type. So if we want to configure our user defined fields we would select the contact type we would like to configure and then we would start configuring our user defined fields. Let’s create some more Contact Types. I’m going to create a Contact Type called Vendor. If we already have a Contact Type that’s been defined in the system and we want to copy the user defined fields setup from that Contact Type into our new Contact Type, then we can select this box and choose the Contact Type we would like to copy the user defined fields setups from. Once we’ve created a new Contact Type, you’re going to have a unique set of user defined fields for each tab that can be configured.

In the Options tab, we have some additional controls that Contact Type can define. First, we can hide the different tabs that are going to appear at the bottom of the screen when any contact record is traveled to with that Contact Type. So if you do not care to show the CDFI tab or the Credit Profile tab, place check marks in those boxes and those tabs will be invisible when a contact record with a vendor contact type is selected.

Notice that we have Type Flags. So just because we named a Contact Type, Vendor, NLS wouldn’t recognize that is an actual vendor unless we check the Type Flag as Vendor and then NLS will treat this Contact as a vendor and it will appear at any list of contacts where you’re only displaying vendors. In addition to hiding tabs at the bottom of the screen, we can also hide the Date of Birth (DOB) field and the Tax Identification number field. By checking this box next to Enable Auto Numbering, we can define a masks so we don’t have to create a unique contact number for every contact. This system will automatically apply that contact number depending on how the mask is defined to any new contact record. We can also assign a Default Entity or Credit Profile to a contact type.

I’ll restart this application, navigate to the Contact Area, and if we query our contacts, we can now see that we can select the vendor contact type for this contact record and when we do, we lost the user defined fields that were associated with the original contact type. The data remains in that cell even though the user defined field had not been configured.

Okay and that is Contact Types.