Contact Classes
Define contact role classifications within MRI Evolution contact management system. Contact Classes enable categorization of personnel by function such as Site Managers or Contract Managers, providing organizational structure for filtering, reporting, and contact assignment across operational workflows.
Settings > Contacts > Contact Class Types
The link will open the Contact Class grid. It is a grid view which can be searched, sorted and customised as normal.
To add a new Contact Class click New
, to edit an existing Contacts Class click Edit
. A pop up window will appear which will allow the creation or amendment of a Contact Class.
Click to view - Contact Class Fields and Descriptions
Complete the fields and click Save and Close
.
Contacts
Available from 4.8.0.0
Useful Contacts can be assigned to the Contact Class.
Settings > Contacts > Contact Class Types
The link will open the Contact Class / Contacts grid. It is a grid view that can be customised and sorted as normal.
To assign Contacts click Assign
, entities in the right hand assignment window are connected.
To create Contacts see Contacts