Choosing a Contact Type
The contact type finder shows a list of all your contact types in alphabetical order. If you have more than 50 contact types, only the first 50 are shown. You can search for a contact type by name, and change the maximum number of contact types displayed by filling in the boxes at the top of the page and pressing the Find button.
To edit a contact type, just click on it. To add a new contact type, click on "Add a new contact type" at the top of the list.
Editing a Contact Type
- Name
- This is the name used throughout ResourcePlanner to identify the contact type, and it must be unique.
- Access Level
- Select an access level from the drop-down. This access level is used by default when a Supervisor creates a new contact of this type.
- Home Page
- If you want contacts of this type to have one or more extra pages on their menu, enter the URL's of the extra pages here, separated by a pipe character |. These URLs can be anywhere on the Internet.
- Tab name
- Each extra page entered in Home Page above needs a title to go on the menu tab. Enter the titles here, again separated by a pipe character |. If you have only entered one URL in Home Page, then the extra page will appear in the top level menu (between Admin and Logout). If you have entered more than one URL in Home Page, then the extra pages will appear in their own submenu, and you can enter a title for that submenu as an extra, first item in the Home Tab list.
- Filter
- The default filter to apply to this contact type.
- Prevent users changing the filter
- Tick this box to fix the filter, so contacts of this type can only see items allowed in the filter.
- Users can see provisional jobs
- Tick this box if you want to allow this kind of user to see provisional jobs.
- Update
- Pressing this button will write any changed details back to the database, and return you to the previous screen.
- Cancel
- Pressing this button will discard any changes, and return you to the previous screen.
- Apply
- Pressing this button will write any changed details back to the database, but leave you in the same screen.
- Delete
- Pressing this button will delete the details permanently. You will always be asked to confirm a delete (and there may be details in the confirmation dialog of other information which will be deleted at the same time). Once you answer OK to the confirmation dialog, the information will be gone for ever (but see Backup and Restore).