Communication types are used to configure the methods of contact that are used for entities. This section is where the methods of communication can be added, modified and removed as required. This feature is controlled by security groups which can be configured in Settings > Security > System Security > Client > Maintenance > Communication Type. Here, the user can set the View, Add, Edit and Delete permissions as required for the respective enVisual User Groups. Configured communication types are used within the Entity Wizard > Entity Details > Communications.
Description
The description is the name of the communication type and will be displayed as the given name when used within enVisual360.
Special Requirements
This is extra information which is required for this communication type, e.g. Sending a letter would require a printer to first print out the letter.
Editable
This shows if the communication types can be modified or not.
Used
When a communication type is being used within the system, it will be checked within the grid. When the type is in use it cannot be modified or deleted until removed from the records.
Add
Within this section, the Add Communications Type button is used to add another communication option to the list. Once loaded in the grid, the new type can then be used for entities.
Edit
This is used to edit the description and requirements of existing communication types but can only be used if the communication type can be edited, which can be checked in the grid.
Delete
A communication type can be removed from the list by using the Delete Communications Type button. A confirmation box will then appear to ensure that records cannot be deleted by accident.