Configuring the Back Office Settings for the Contact Information Controls

The following system types and codes need to be configured in order for the contact information to display on the e-Business website. See Enabling System Types and Codes for the Web for more information how to web enable system types and codes.

·            COMM_TYPE
COMM_TYPE is the system type that identifies how a communication method will be grouped (e.g., phone, fax, email, web, mobile, etc.).  These are fixed codes that cannot be changed. See Customer System Types and Codes for more information. 

o           CRM360 Contact Method Category (Option3)
This field is located in the back office on the Communication Type screen, as highlighted below. This option is used to control what value (i.e., Phone, Email, Web, or Fax) will display to the user on the Contact Information controls, as well as in CRM360® screen. For more information on how to configure this option see Changing the options in COMM_TYPE for more information.

For example, for the Mobile and Phone codes, if "PHONE" is entered in the CRM360 Contact Method Category field, "WEB" is entered in the Phone/Web field, and the Available to Web checkbox is checked, the type will display on the web in the phone category, as shown below. 

For Email, Fax, and Web controls, the type drop-down is suppressed since there is only one COMM_TYPE option for the user to select from. For example, when the user selects Add New Email address, he/she does not choose an email type, just an email location, as highlighted below.

·            COMM_LOCATION
COMM_LOCATION is the system type that describes where the contact information is located (e.g., home or work). This is not a fixed code and you can change the code names or add new codes. See Adding New Code(s) to the "COMM_LOCATION" System Type for more information.

o           Restrict to Categories (Option 5)
This field is located in the back office on the Communication Location screen, as highlighted below. This field is used to setup where you want the code (e.g., home, business, cell, etc.) to display on the web. If you do not setup where you want the code to display, by default it will show up in all categories (i.e., web, phone, email, and fax). To add additional options to COMM_LOCATION or make changes to the default settings see Changing the Options in COMM_LOCATION and Adding New Code(s) to the "COMM_LOCATION" System Type for more information.

For example, in the back office, you can enter "EMAIL, PHONE, FAX" in the Restrict to Categories textbox, as highlighted below for the Business code.

On your e-Business website, the option "Business" will display in the Email, Phone, and Fax drop-downs for location, as highlighted below.

In addition to the system types and codes described above, the appropriate country and state codes need to be defined in the back office. Country and state codes allows you to setup and maintain countries and states in Personify. Country and state codes come pre-populated for USA, Canada, and Mexico. Country codes must be initially configured in the back-office before setting up Phone structure. For more information, please see Adding Country and State Codes.

 If the country code is not setup, the system will default to use the "ALL" country code setup to generate the structure for address and phone. See Adding Country and State Codes for more information.

In addition to the system types and codes described above, and once country and state codes have been defined, the appropriate phone structure must be defined in the back office. The phone structure allows you to define the format that you want a phone number to display. This is very useful for customers who live outside of the Unites States where the telephone and address rules differ. During setup, you must make sure to check the "Available to Web" checkbox in order for this to display on the web. For more information, please see Defining Phone Structures.