You can set up the types of contact persons typically available to your institution. Contact types help you to identify the role of the contact person at each organization in your database. For example, you might indicate that the contact for Cottonwood High School is Mr. Raymond Scott, but you will also want to specify whether he is a teacher, a guidance counselor, or the principal.

 

In this topic, you will create a contact type for a Financial Aid Advisor.


Table of Contents