Contact Types
Overview
The Contact Types add/edit list is accessed from SYS: Contacts and the Contact Migration Utility. Contact Types are used to group related Contacts. Each Contact must be assigned a Contact Type.
The _Payment Portal User type (which includes the underscore) is for users who have an Online Payment Portal account registered. It is a system type and cannot be edited or deleted.
Security
This add/edit list is part of the SYS Add Edit List ALL Security Group.
Security Features include the ability to:
- Deny Set Active\Inactive
- Deny Set Default
Tip: For more information see Security Groups Overview and Security Groups By Module.
Contact Types add/edit list
Related Information
- Create Contacts
- Learn about add/edit lists
- See Accounts Receivable topics
- Go to Accounts Receivable Main Menu
Key Functionality
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WinTeam automatically assigns an ID to each new record, and uses the ID field to identify each record. You may change system-assigned ID Numbers.
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Use this field to enter a unique name for the record. After a new record is created, WinTeam displays this Description with the corresponding ID number in the Add/Edit list.
Note: The _Payment Portal User Description is a permanent option and cannot be deleted.
![Closed](../../../../Skins/Default/Stylesheets/Images/transparent.gif)
Select this check box to make the selected record active. Clear the check box to make the record inactive.
![Closed](../../../../Skins/Default/Stylesheets/Images/transparent.gif)
Select this check box to make the selected record the default value for this Add/Edit list. WinTeam uses this record to automatically fill in the corresponding field on a new record in the related screen.