Contact Type Entry
The Contact Type Entry tool is used to create and maintain Contact Types. Contact Types are used in setting up phone contact information for Candidates. Examples of Contact Types are “Home” and “Work”.
Authorised users may create, modify or expire Contact Type records.
Contact Type Entry is reached from the Main Menu, System → Contact Type Entry
This takes the user to the Contact Type Entry grid. For more on grid navigation, click here.
Special Filters
The Contact Type Entry grid has special filter controls in the title bar.
- Include Expired Records by default is unchecked. This means Contact Type records that have an Expiry Date prior to today are not displayed. When checked, all Contact Type records (including expired) are displayed. Effective and Expiry Dates
- Language Selector is used to display language specific fields for the Contact Type records. The Title field for an Contact Type is language specific. Selecting a different language from the selector displays the alternate language values for the title field in the Contact Type grid.
Context Options
Right-clicking on a row in the Contact Type grid will open a context menu.
Edit General
Navigates to the General edit page for the selected record. The Contact Type general edit page allows users to edit general information for an Contact Type record. Once changes are made the user can click the Save button in the bottom right hand corner to commit changes to the database. Note: User permissions might be restricted by Form permissions or the record being locked.
Tab Strip
The tab strip at the top of the page allows the user to go back to the Contact Type entry grid by clicking Selection tab. Audit will navigate to the Audit page and displays Audit information for the selected record.
Alternate Language Text
The Title field is language specific. To maintain alternate languages of the Title, select the alternate language from the Language selector in the title bar. Make your changes and click the Save button.
Contact Type Fields
| Field | Description |
|---|---|
| Contact Type ID | Will populate automatically when the Contact Type is created. Unique identifier of the Contact Type. |
| Title | The title of the Contact Type. This is a language specific field. |
| Sequence | The sequence this Contact Type will appear in a list of Contact Types. This can be used to prioritize an Contact Type in the list. |
| Effective Date | By default, on most tools, only effective/non-expired records are available to be selected. Either to be edited or linked to another record. An effective record is a record with an Effective Date prior to today. By default, the Effective Date is set to the previous day on all newly created records. |
| Expiry Date | By default, on most tools, only effective/non-expired records are available to be selected. Either to be edited or linked to another record. An expired record is a record with an Expiry Date prior to today. By default, the Expiry Date is set to December 31, 2100 on all newly created records. |
Audit
Navigates to the Audit grid for the selected record.
