Contact Info Type Setup
Overview of NA110UPD
The DDI-Connect system allows you to track unlimited numbers of contact information types, such as home email, work email, home phone, work phone, cell phone...the options are unlimited. There are several default contact information types that come with your DDI-Connect system, but you have the ability to add as many more as you choose. This procedure is performed under the Contact Info Type Setup.
Note: In order to access the Contact Info Type Setup screen, you must be set up with the appropriate security for the NASETUP function. If you cannot access the screens referenced below, please contact your organization's DDI-Connect administrator or contact DDI Client Support for assistance.
To add a new Contact Information Type:
- From the DDI Connect main menu, double-click Name/Address System
- Double-click Setup
- Double-click Contact Info Type Setup. You will see this screen:
Note: The list you see in the above image will not match up exactly to what you see on your screen, as each organization has the ability to configure their own contact information types.
To add a new type, click the New button on the toolbar. This will activate the fields at the bottom of your screen:
The following fields are available on this screen:
| Field | Description |
|---|---|
| Category | Select the category that this contact type will belong to. Click the drop down arrow to the right of the field and select from the available options (Email, Other, Person, Phone or Web). Note: If your organization wants to create additional contact info type categories, that can be done within Codes Maintenance, in the Contact Info Type code set . |
| Screen label | This is the brief label that identifies the contact info type. You can only use a screen label once per category - for example, you cannot add more than one screen label "Work" under the category of Phone |
| Prompt for this info for new constituents? | If selected, the system will prompt you to enter this information when you are adding a new constituent record |
| Description | Enter a description for the contact type |
| Active? | If selected, this info type is active and available for use in the system |
| Code | The Code field is used by the DDI-Connect system to indicate a particular contact type. For example, if you look at an existing contact type, such as Home email, you will see the code as being H. It is not necessary |
| Can be deleted | If selected, this info type can be removed from a constituent record |
When you have finished entering the information, click Save to retain the changes and add the new type to the screen.
