Contact Classifications Configuration

You can create contact classifications to group contacts who share similar roles, memberships, or other traits. For example, you can create classifications such as HR Representative, Licensed Plumber, Group Dental, etc. Users can then add active classifications when creating contacts, or add them to existing contacts in Contact detail. When applied to contacts, classifications can help users narrow results in targeted reports or distribute marketing campaigns (for any report with marketing options except the Contact List and Employee List reports). Users can also associate classifications with activity categories to populate Who to Contact fields on activities automatically (rather than simply using the primary contact on an account).

When you enter the description for a classification, use a consistent naming convention that users will find intuitive. If necessary, you can inactivate contact classifications. Inactive classifications are no longer available for selection when users add or edit contacts, but they remain on contacts to whom they have been previously assigned.

In this area, you can configure and manage your organization’s contact classifications. The History section of this screen indicates the user who entered and last updated the selected classification and when.

1. From the Home screen, do one of the following:
   
   • Click Configure on the navigation panel.
   • Click Areas > Configure on the menubar.
   • Click the down arrow next to Home on the options bar and select Configure.

From any other area of the program, do one of the following:

1. • Click the down arrow to the right of the Home options bar button and select Configure.
   • Click Home > Configure on the menubar. The Configure screen displays.

2. Click Account on the navigation panel or Areas > Account on the menubar
3. Click Contact Classifications on the navigation panel. You can do the following from this screen:
   
   • Add a Contact Classification
     1. Do one of the following:
        • Click the Add button to the left of the list.
        • Click New > Contact Classification on the options bar.
        • Click File > New > Contact Classification on the menubar.
        • Press [Insert] on your keyboard.
     2. The active language displays in the Language dropdown menu and is based on your Primary Language as set up in Regional Settings Configuration.
     3. Enter the new contact classification in the Description field.
        1. If you have more than one language available, the Description you enter populates for every language.
        2. To change the Description that will display in a different language, select the Language from the list or the dropdown menu and enter a Description.
        3. The Update matching descriptions in other languages options defaults as checked or unchecked based on your previous selection for it. The option cannot be changed during this workflow.
     4. Click Finish or press [Enter] to complete the record.
        
        Click Add to add this record and create another one.
        
        Click Cancel or press [Esc] to exit the workflow without saving changes. You are prompted: "Do you wish to discard changes?" Click Yes.
   • Edit a Contact Classification
     1. Click to highlight the contact classification that you wish to revise in the list, and then do one of the following:
        • Click the Edit button to the left of the list.
        • Click File > Open on the menubar.
        • Double click the classification.
        • Press [Enter].
     2. Revise the Description as necessary.
        1. If the Update matching descriptions in other languages option is checked and descriptions for more than one language match, any change you make to one description will be applied to the other description after you click Finish. Deselect this box if you prefer to update each description individually.
     3. Click Finish or press [Enter] to complete the record.
        
        Click Cancel or press [Esc] to exit the workflow without saving changes. You are prompted: "Do you wish to discard changes?" Click Yes.
   • Delete a Contact Classification

     You cannot delete a classification that is associated to a contact. You must remove the classification from all contacts before you can delete it.

     1. Click to highlight the contact classification in the list.
     2. Do one of the following:
        • Click the Delete button to the left of the list.
        • Click File > Delete on the menubar.
        • Press [Delete] on your keyboard.
     3. You are prompted: "Do you wish to delete this record?" Click Yes.
   • Activate/Inactivate a Contact Classification

     Inactivating a classification prevents users from applying the classification to an account and removes it from users’ workflow Field Defaults. However, inactivating a classification does not remove it from any contacts to which it is has already been applied.

     1. Click the Include Inactive link label to display all classifications in the list, or click Exclude Inactive to hide inactive classifications.
     2. Click the Contact Classification in the list.
     3. Click Actions > Activate/Inactivate on the options bar or menubar.
     4. You are prompted, “Do you wish to inactivate/reactivate this entry?” Click Yes.
   • Print the List of Contact Classifications
     1. To print the list of the contact classifications, do one of the following:
        • Click the Print button to the left of the list.
        • Click Print > Listview on the options bar.
        • Click File > Print > Listview on the menubar.
     2. Print this list as you would any other document.