You can add new communication types to use in NexJ CRM.
To add a new communication type:
- Navigate to the Entity Codes page.
- In the Communication Types tab, click the Add button . The Add Communication Type dialog opens.
- In the Name field, enter the name of the communication type that you want displayed in NexJ CRM.
- In the Description field, enter an internal description of the communication type.
- In the Icon field, select an icon to represent the communication type in NexJ CRM.
In the Class field, select a class, which tells the system what kind of information can be entered for this communication type.
- In the Default to field field, select a default communication type to assign this communication type to.
Enable the End User Read Only checkbox to prevent this communication type from being accessible in NexJ CRM.
- Enable the Unique checkbox to specify that a contact may only have a single instance of this communication type in their profile.
- In the Reference Name field, enter a reference name for the communication type.
- In the Entity Types tab, select entity types for which this communication type will be available. Selecting the Pre-Populate checkbox will make the communication type an available field in the Add Contact dialog for a new contact of that type.
- Click OK. The Add Communication Type dialog closes.
The communication type is added and is displayed as specified in NexJ CRM.
Available communication type properties