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Contact Types and SubTypes

Contact Types and SubTypes are assigned to every contact record, and determine which form fields...

Contact Types and SubTypes are assigned to every contact record, and determine which form fields display for entering or editing all other contact information. The Contact Type and SubType for an existing contact record are viewed and edited under the Profile and Name tabs, as seen for a sample Company contact record in the next screen shot. 

The Contact Type Dictionary is a grouping table used to classify these types of contact records, and Contact Type is the GroupType. Most associations use just two GroupCodes for Individual and Company/Organization records as seen in the next screen shot along with examples of other less common GroupCodes.

Your staff must contact support before adding a new Contact Type at this GroupCode level. This exception is made since many pieces of profile data are brought in to play for each one. For example, Demographics, Addresses and Opt In/Outs are among many types of data mapped back to Contact Type, therefore many setups are required when a new one is added. This is discussed during your initial implementation of the AMS and built out to your association’s specifications, but new ones can be added by JL Systems staff as needed moving forward.

Each of these Contact Types GroupCodes have Contact SubType MasterCodes, with one exception. Individual Contact Types do not have SubTypes, thus there should be no MasterCodes for an Individual GroupCode in this dictionary.

“Company” GroupCodes do have Contact SubTypes MasterCodes. Associations that do not differentiate between types of Company contact records have a single SubType MasterCode of COMPANY. For some associations, more Company SubTypes are needed such as “Manufacturer”, “Vendor”, “Hospital” and “University” and those seen in the next screen shot, that along with the Company SubType belong to the Organization(COMPANY) GroupCode in our example.

You are allowed to add and edit Contact SubTypes MasterCodes as needed per the Adding and Editing Dictionary Code section.

More information on Contact Types is in the Add Contact, Add Company and Profiles sections of this knowledge base.