Home / Configuration Reference / Section: Contacts / Contact Types
Contact Types
Page Type: Table (URL: https://dad3.ndrn.org/admin/admindisplayadvcontacttypes)
Contact Types define several categories of contacts (individuals or organizations) that may be tracked for Clients, Service Requests or Projects. By default, the following Contact Types exist:
- Adversary - the adversary or opposing party for a service request or case
- Caller - the individual calling the P&A for assistance (used in DAD 2.0 in creation of Quick I&Rs)
- Guardian - the legal guardian for a client
- Primary Contact - the primary contact for a client
- Referrer - the organization or individual who referred the caller or client to the P&A/CAP
- General Contact - a catch all catgeory for all other contacts
Agencies can create additional Contact Types if desired. Each Contact Type can be associated with Clients, Service Requests, and/or Projects. Agency configurations and conventions used vary, but a typical configuration could be as follows:
| Contact Type | Associated Record Types |
|---|---|
| Adversary | Service Request, Project |
| Caller | Service Request |
| Guardian | Client |
| Primary Contact | Client |
| Referrer | Service Request |
| General Contact | Client, Service Request, Project |
Contact Types Form
Options: Is the Default Option, Associated with Clients, Client Display Order, Associated with SRs, SR Display Order, Associated with Projects, Project Display Order
