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General (Communication types)

General (Communication types)

Owned by Olesya Tantsyura
Last updated: Mar 20, 2024
1 min read

1. Description

Here, you enter information about the Communication type.

Consists of fields (Fig.1):

  1. Name;

  2. Channel;

  3. Code;

  4. Description.

Fig. 1. General tab

1.1. Name

Required field. The name of the Communication type is entered here.

1.2. Channel

The communication channel is selected in this field.

The following communication channels are available:

  • Phone;

  • Email;

  • Messaging.

1.3. Code

Required field. The code of the Communication type is entered here.

1.4. Description

Here, you enter the description of the Communication type.

2.  Opportunities

2.1. Change or set communication type parameters

Goal

Change or set communication type parameters

Goal

Change or set communication type parameters

Preconditions

  1. Access to the Admin application;

  2. Access to the Communication types section in the Admin application;

  3. Permission to edit or create in the Communication types section;

  4. Having at least one Communication type or creating a new one.

Steps



  1. Click on the field you want to change.

  2. Make the necessary changes

  3. Click the Save button

Result

Data saved.