Contact type groups organize contact types. Contact Types are displayed in groups in some areas of the Web Client to make it easier for end users to find the relevant types. This is especially important if your organization has a large number of contact types.
For example, contact types display in groups in the page for selecting frequently used contact types. The groups are sorted by the contact type group display order. The groups also appear on the contact types page – end users can choose to sort the page either by group or by contact type name.
Contact Types Display in Groups
Column for Group on the Contact Types Page
[A] Column displaying the group for each contact type.
[B] Column displaying the contact type name.
The list of contact types can be sorted by either column.
You manage contact type groups in the Windows Client.
Create or Edit Contact Type Groups
- Log in to InterAction Windows Client as a user with permission to manage contact types.
- The Manage contact types permission is required to edit contact types.
- This permission is granted using InterAction Administrator. For details, see Give Users Permission to Manage Contact Types.
- Choose Folder > Contact Types to open the Manage Contact Types dialog box.
- Choose Manage Groups.
- To add a new group, choose New and enter the group name and Display Order.
- To edit an existing group, select it and choose Edit.
- To delete an existing group, select it and choose Delete.
- When you are finished editing contact type groups, choose Close.