Configuring Communication Types 

Adding a Communication Type

1. Select the Administration menu, select Client Relations, select Profile Management, and then select Communication Types.

2. Click New and complete the following fields:

   1. Role. Select from the list the role of this communication type: Phone, Fax, Email, or Web Page.

   2. Type. Enter a name that identifies the specific communication function (for example, Business Phone, Fax Phone, Email, Pager Phone, Mobile Phone, Cell Phone, or Website).

   3. Description. Enter a descriptive phrase that defines the communication type (for example, Manager's Home Number, Personal Fax Number, or Company Website).

   4. Text Enabled. (Available when the Text Message Handling application function under the General group is active and the selected Role is Phone.) Select to indicate this communication type supports delivery of text messages (for example, cell or mobile).

   5. Sequence. Enter a number that controls the position of this code in listings. Codes without a sequence number assigned are listed in alphabetical order following codes with a sequence assigned. 

3. Click Save to save and exit or click Save and Continue to save this code and add another.

Editing a Communication Type

1. Enter search criteria and click Search.

2. In the search results, select the code and click the vertical ellipsis.

3. Click Edit.

4. Update the configuration and click Save.

Deleting a Communication Type

1. Enter search criteria and click Search.

2. In the search results, select the code and click the vertical ellipsis.

3. Click Delete.