Selecting Lists and Types > Contact Types from the Configuration section of the side menu will open the Contact Type List page.

The contact type list displays any types that match the filters set above the list. For each type, the following details are shown:

• Code
• Description
• Status – This indicates whether the contact type is Live or Dormant.

Filtering the List

The following searching and filtering options are available by default above the list. Once you have entered the necessary details, press Enter or select the  icon to run the search and apply your filters.

• Search – Here you can search by contact type Code and Description.
• Status
• Number of records – Here you can use the drop-down menu to choose how many results are displayed per page.

Exporting the List

Selecting More shows an option to Export to Excel. Selecting this will generate an Excel Spreadsheet containing the details currently displayed in the list.

Contact Type Actions

Selecting Actions > Create from the top-right corner of the page will open a window where you can Create a New Contact Type.

Selecting Actions > Ignore Default Types from the top-right corner of the page will open a window where you can manage which Default Contact Types you want to use in PICSWeb.

Selecting the ... icon by a type in the list will open a menu with the following options:

• Edit – This will open a window where you can Edit the Contact Type.
• Delete – You will be prompted to confirm that you want to delete the contact type.