In the Communications section in any entity record, you can track calls, text messages, emails, and other forms of communications for that entity. In ISP we have created a number of default Communication Types to cover most situations, but you can also create your own or edit these. All Communication Types are completely customizable.
Communications are included in a number of Fundraising/Analysis reports, so they can be a good way to break down how much effort went into a particular fundraising campaign vs actual results.
How do I Create Custom Communication Types or create my own?
Navigate to the Lists tab, then select Communication Types. On the resulting screen click Add Communication Type to create a new one or click an existing one to edit it. You will see a pop up appear in both cases with a field called Communication Type. This is where you enter the new name or change an existing name.
Once saved, your Communication Type will become an additional option for any new communications created. If you are editing an existing Communication Type, any communications already applied to that Communication Type will change to the new name you enter. This makes it easier to mass change a communication without needing to edit every record.
If you try to delete a Communication Type that has communications associated with it, our system will make that Communication Type inactive instead of deleting it. This means existing data will remain as is, but no new communications can be applied to that Communication Type. You can click on the inactive button next to the Communication to reactivate it if needed again.