Approved Workman Database

Community Contributions => Q&A => Topic started by: melaniesue72 on August 13, 2008, 06:21:26 PM

Title: Contact Types?
Post by: melaniesue72 on August 13, 2008, 06:21:26 PM

Note: This post is applicable in the Cloud database's Windows App as well as in the Legacy database.

Hi Rick,

I am in the Contact tab entering new contacts.  I have 4 options in the dropdown menu for the Contact Type (e-mail, home visit, phone call, postcard).  Is there a way to add a "custom" option there?  During this recruiting phase we talk to a lot of people at church or church functions "in person."  We rarely do a home visit so I will put them under that for now, but I was just curious. 

Thanks so much!  I am using 3.0.5.2 and loving it so far!!  :D

Melanie Arntsen
Co-Commander/Club Secretary
Our Savior's Baptist Church
Federal Way, WA

Title: Re: Contact Types?
Post by: Rick Leffler on August 13, 2008, 10:51:42 PM

Yes, you can add custom drop down list values.  This is a good example of AW's flexibility by using Generic Lookup values. Go to Admin > Generic Lookups and it'll make perfect sense when you see it. ;)

Thanks for the kind remark!

[Note: in the Windows app, Generic Lookups are under Admin > System Settings. akj]

Title: Re: Contact Types?
Post by: melaniesue72 on August 13, 2008, 11:09:59 PM

That was too easy!!  Thanks again Rick!!

Melanie