Field Management: Contact Types

Field Management: Contact Types

Purpose

  1. To demonstrate how to manage Preplan Contact Types.
  2. Note: This permission needs to be enabled for a user to manage preplan contact types: Pre-Planning - Manage Preplan Contacts Type.

Video


Instructions

1. Click on Admin.


Click on Admin.



2. Click on Field Management.


Click on Field Management.



3. In Field Name select Contact Type then click on Apply.


In Field Name select Contact Type then click on Apply.



4. Select Edit in the actions column.


Select Edit in the actions column.



5. Columns can be sorted ascending/descending by clicking on the title.






6. Note: Contact Types in use, cannot be edited or deleted.






7. Contact Types not in use can be edited and deleted.


Contact Types not in use can be edited and deleted.



8. Click on Add to add a Contact Type.


Click on Add to add a Contact Type.



9. Type in name of new Contact Type and select "Save."






10. Note confirmation on new Contact Type.


Note confirmation on new Contact Type.



11. To determine which role can edit contact types, select Edit Roles Permissions.


To determine which role can edit contact types, select Edit Roles Permissions.



12. Select the Contact Type to edit what contact(s) the role can edit.


Select the Contact Type to edit what contact(s) the role can edit.



13. Selecting "Read" will not allow a user in the role to edit the contact with this Contact Type selected. Selecting Update will allow the user in the role to edit the contact.






14. Click on Save when done.

​
Click on Save when done.






    • Related Articles

    • Field Management - Schedule To

      Purpose The purpose of this Knowledge Base Article is to demonstrate how to update the Schedule To dropdown list when Scheduling an Inspection or Reinspection. Video Instructions Default Dropdown Schedule To list: 1. Click on Admin. 2. Click on Field ...

    • Field Management - Overview

      Purpose The purpose of this Knowledge Base Article is to provide an overview of Field Management including the basic management of fields within the First Due platform. Video Instructions 1. Click on Admin. 2. Click on Field Management. 3. Advanced ...

    • Field Management - Manage Payment Types

      Purpose The purpose of this Knowledge Base Article is to demonstrate how to manage payment types using Field Management. Video Instructions 1. Click on Admin. 2. Click on Field Management. 3. Type "payment." 4. In field Name, enter "Payment" and ...

    • Inspection Type - Part 3: Forms

      Purpose The purpose of this Knowledge Base Article is to demonstrate setting up the Forms Section for an Inspection Type. Related Articles Inspection Type - Part 1: Creating and Editing Inspection Type Inspection Type - Part 2: Creating and Editing ...

    • Exposure Setup - Navigating and Adding Exposure Types

      Purpose The purpose of this article is to give an overview of the Exposure Setup along with adding custom Exposure Types. Video Information Only personnel with the proper permission will be able to create or edit Exposure Setup. There are four ...