RS10 allows the administrator to create, edit, and manage the contact types and subtypes that are used in the location module.
1. Viewing Contact Types
To view the types of contacts that have been created, enter the Admin module by selecting it from the menu bar on the left-hand side of the screen.
Select Contact Types from the Admin sub-menu.
The Contact Types page lists all of the types of contacts that currently exist within your RS10 database. These are listed in alphabetical order.
To view contact subtypes, click the main contact type that subtype would reside within. The subtypes list can be collapsed by clicking the main contact type a second time.
2. Adding a New Main Contact Type
To add a new Main Contact Type, enter the name of the type you wish to create in the window below the Main Contact Type header. When you are finished typing, click the plus sign (+) to add the new Main Contact Type to your list.
The contact type you have created will appear in alphabetical order on the Contact Types page.
3. Adding a New Sub-Contact Type
To add a new sub-contact, click the main contact under which you want your new sub-contact to appear.
When you click the main contact, a window will appear. Enter the title of the sub-contact type you wish to create. When you are finished typing, click the plus sign (+).
4. Editing Main and Sub-Contact Types
To edit a main contact type, click the Edit (pencil) icon on the right-hand side of the screen.
The main contact type title will appear in a window. Enter the change that you want to make, and click the checkmark. To cancel and close the editing window without saving any changes, click the “X.”
Contact sub-types can be edited the same way. First, click the main contact type to view the sub-types.
Click the Edit (pencil) icon next to the sub-type that you want to change.
Once you have made the changes you desire, click the checkmark to save. Or, if you do not wish to save your changes, click the “X.”
5. Deleting Contact Types and Sub-Types
To delete a main contact type, click the trashcan icon to the right of the contact type title.
Deleting a sub-type is similar, except that you must click the main contact type to view the sub-types.
RS10 will ask you to verify that you wish to delete the main category type or sub-type. This action cannot be undone.
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