Contact Types

Contact Types allow you to categorize contacts in your system.  This is typically used on group bookings to show if the contact is main contact, on site contact, decision maker, etc.

This is part of the OPTIONAL configuration for Skyware Systems. You may edit the configuration to suit your Property at any time if you have the appropriate access/authorization.

This selection is part of the Property and System Configuration area of Skyware.

 

 


Select Managers Screen from the Quick Menu on the left side of the screen, then select Configuration > Contact Types.

Quick Menu with Manager's Screen option selected

Select Manager's Screen to be taken to the MANAGER'S COMMANDS screen.

Manager's Commands Menu

Select Configuration to be taken to the PROPERTY AND SYSTEM CONFIGURATION screen.

Manager's Commands Menu with Configuration option selected

Alternately, you may also be able to select Configuration directly from the Quick Menu, if the menu has been set up to include the Configuration option.

This will take you to The Property System Configuration Menu.

Property and System Configuraion Menu

The list of property configuration options are divided into four sections, which are Required Configuration, Optional Configuration, Locales/Dates and Sub-Systems.

Select Contact Types from the Optional Configuration section.

Optional Configuration section of Property System Configuration menu with Contact Types command selected

 

The Contact Types Maintenance screen display is split into two frames, with the left side of the screen listing any already configured Contact Types for the Property and the right side containing the fields you need to complete in order to add or edit a Contact Type for your Property. Any changes made on the right, once saved, will be updated in the listings to the left.

Contact Type Maintenance screen example

The currently configured options are displayed by:

Order: List Order of the Contact Type. If there is no list order number, the Contact Types will be displayed alphabetically.

Type Code: The Code name of the Contact Type or how you wish to refer to it.

Type Description: The description of the Contact Type.

 

Selecting any Contact Type on the left will display the details on the right.

Your options include the following:

Generate a new entry:

Click the New Generate New Entry button button from the toolbar to add a new Contact Type.

Complete the fields described below.

OR:

Select an existing Contact Type from the list on the left, and click the Replicate Replicate Current Entry button button from the toolbar. Then change the field information as described below.

Edit the current selection:

Change the field information described below.

 

Contact Type Maintenance screen right side detail for editing purposes

Code: Enter the code for the Contact Type. This is how it will display for use by your staff. Codes may be up to 6 characters long.

This field is required.

List Order: Enter the desired List Order for this Contact Type. If there is no list order number, the Contact Types will be displayed alphabetically.

This field is optional.

Description: This is the description of the Contact Type. You should enter the full description of the Contact Type here.

This field is required.

 

When you are finished adding or editing any Contact Types, click the Save Save button button to save the changes.

 

Date Updated March 09, 2022