How do I get the Contact Types to display in the Call Center

  • Published on Jan 21, 2025
  • 1 minute(s) read
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To get the Contact Types to display in the Call Center Type dropdown list, you need to...

  • Open Configuration (System > Settings & Security > Configuration)
  • Go to Lookup Lists
  • Search for Contact Types
  • Add a new Contact Type or select an existing one

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  • If existing, click on the Contact Type Lookup Value to open the type
  • Make sure the checkbox "Is Call Type" is checked

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  • Save the edit.

The Contact Type will now display in the dropdown list.
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Regardless of whether the contact type is a call or an email, you need to select "Is Call Type" in order for it to display in the Type dropdown list.