Contact Type

Contact Type
Contact Types are custom fields which allow schools to label contacts. Contact Types are automatically assigned from the highest priority attributes associated with the Contact. Note, only active attributes are included in the calculation. If a contact is not associated with any active attributes belonging to a category, the contact will be assigned a type of Unidentified.

Example: consider a school with the following attributes configuration.

Board Members
- - - Board Member  
- - - Board Chair  

Parent
- - - Parent
- - - Parent of Alumni  
- - - Parent Non Graduate  
- - - Prospect Parent

Alumn
- - - Alumn

Faculty/Staff
- - - Faculty  
- - - Staff  

Grandparent
- - - Grandparent  
- - - Grandparent of Alumn  
- - - Grandparent Non Graduate  

Friend
- - - Friend  
- - - Society Membership  
- - - Solicitor  

Business
- - - Business  
- - - Foundation  
- - - Non-profit  
- - - Government Agency  
- - - Financial Institution  

Consider a family with the following attributes:

Dellerege Family (Contact Address) --- Parent
George Dellerege (Contact Primary) --- Board Member
Olga Dellerege (Contact Secondary) --- Staff

Because Board Member is the  highest priority attribute assigned to this Contact, the Contact Type is automatically calculated as Board Member.
 

See also
Contact Address    Contact    DAT   
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