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The Contact Type mapping allows you to change the way your institution's contact types are categorized for reporting purposes in the Platform. You can map each contact type to one of the following options:

  • Activity (non-contact) - Use this for any type that is not a "true" contact, such as administrative entries. Activities will display in relationship profilethe Relationship Profile, but will not be considered when calculating the last time a prospect was contacted or in viewports when showing the number of contacts made by an officer).
  • Event
  • Letter/Email
  • Other (- Use this for types that are "true" contacts but do not fit into one of the other contact type categories). These contacts will be considered when calculating the last time a prospect was contacted or in viewports when showing the number of contacts made by an officer.
  • Phone
  • Visit

Changes made to the contact type mapping may not reflect in the platform until the next time you nightly feed is processed.

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