Summary

Contact Types are contact categories that can be used to attach contacts to licenses. You can reduce data entry by creating contact types for the most common contacts you use. Contacts can be attached to licenses on the Contacts tab of the License Maintenance window in order to associate particular individuals with particular licenses.

Follow this process to create a contact type in the LP module. The contact types you create in the LP module will also be available in the Business Tax module.

Step by Step

1     Open the Contact Type Maintenance window.

• The Contact Type Maintenance window (LP> Maintenance> Contact Type) will display a list of all the contact types created in the application.
• Click the Delete icon to delete a contact type.
  • You cannot delete contact types that are attached to existing licenses or BT businesses.
• Click on the Create icon to add a new contact type.

2     Create a Contact Type.

• Enter a contact type in the Contact Type field. This code can be up to 20 alphanumeric characters. This field will not be enabled and available for editing after the contact type has been saved.
• Enter an optional description in the Description field. The Description can be up to 60 alphanumeric characters.
• Click on the Save icon or press ENTER to save the contact type.
  • Once a contact type is created, it will be accessible from the Contacts tab of the License Maintenance window.