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.
Navigation
From the left-hand navigation menu, navigate to Admin Tasks > ServiceLink > Contact Types.
Add Contact Type
- Navigate to Contact Types. The Contact Type [Note Type] page displays.
- Select the Note Type. Click Continue. The Contact Type [Description] page displays.
- Click Add New Reason. 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, or select All if you want the contact type to display on all note types.
- 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.
- Click Save.
Edit Contact Type
- Navigate to Contact Types. The Contact Type [Note Type] page displays.
- Select the Note Type. Click Continue. The Contact Type [Description] page displays.
- Click the Description link of the note type to be edited. The Contact Reasons page displays. The fields are pre-filled with the current values.
- Make any desired edits. Click Save.
Edit Contact Order
- Navigate to Contact Types. The Contact Type [Note Type] page displays.
- Select the Note Type. Click Continue. The Contact Type [Description] page displays.
- Click Change Order. The Contact Reasons [Order] page displays.
- Reorder the display order of the contact types.
- Click Save.