Communication Types can be setup from under the Settings / Communications Log menu option
Communication Types are used in Communication Log entries to allow classification of the types of communications being made. Examples of these may be Sales Call, Debt Collection Call, Quote Email.
The Quote Type displays on documents issued to the customer.
Add a Communication Type
Go to Settings > Communication Log > Communication Type.
Select +Add from the toolbar to open the New Communication Type box.
Enter the Code and Name for the new Communication Type. Select Save to update.
The new Quote Type is added to the table.
Default options are bold and custom options are standard font. Custom options are available to edit or delete, as indicated with the edit pencil.
Edit a Communication Type
To edit a Communication Type, select the edit pencil at the end of the type row to open the Communication Type box. Make changes and Save.
Changes flow through to existing communication log entry using the Communication Type.
Delete a Communication Type
A Communication Type cannot be deleted if it is in use. A notification displays to advise that it is referenced. Ensure all log entries referencing the Communication Type are updated so that it is no longer in use.
To delete a Communication Type, select the spill option at the end of the row then Delete.
A notification pop-up confirms the deletion. Select Delete to proceed.
The Communication Type is permanently removed from Infusion.