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
ID
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.
Description
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.
Active
Select this check box to make the selected record active. Clear the check box to make the record inactive.
Default
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.