Creating Contact Items
KBA-02176-X3C4H0
Purpose & Scope
Creating Contact Items
Procedure
Contact Items are the individual action items of the contact form. Each item probably has a different action and 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
Additional Comments