Contact Items are the individual action items of the contact form. Each item probably has a different action & some items may have more than one. In order to build a contact form, contact items will be needed. To learn how to create contact items, follow these steps:
 

1. Click Admin > Contact Setup > Manage Items
2. Type Name
3. Select Type
4. Select Ministry
5. Select Route to
6. Optionally, select Multiple close, which allows user to work/close this contact in mass
7. Optionally, select Disposition required on close
8. Click Add contact item

Updated March 05, 2025 21:04