Configuration: Types

Use the Types screen to define different kinds of call types within the system. Once a code is defined on this screen, it can be used as a valid call type code used to record the calls made to a customer.

To open the Types screen, navigate to Configuration > CRM > Calls > Types.

Valid call type values appear on the Select Type screen accessed by clicking on the Search icon next to the Type of Call or Select Type field.

Topics in this section are:

Adding a Call Type

  1. From anywhere in IntelliDealer screen, navigate to Configuration > CRM > Calls > Types.

  2. Click Create link.

    Types screen appears.

  3. On the Results screen, enter a call result Code and Description.

  4. Select which categories are authorized to use the call type code by selecting a radio button on the Authorized Categories field.

    • All: Authorizes all categories to use the selected call type code.

    • Select: Gives authorization to the categories selected.

    Types screen appears.

  5. Click the Save button to save the new call type code and return to the Types screen.
    - or -
    Click the Save & New button to save the new call type code.
    The Types screen refreshes, allowing you to add another call type without closing the screen.

Deactivating a Call Type

  1. Enter the name in the appropriate field and click the Search button.

  2. Click on the Code.

    Types screen appears.

  3. Select the Active checkbox, removing the checkmark.

  4. Click the Save button to deactivate the call type code within the system.

Screen Description

The sorting options on the Types screen are:

Sort by
Field Description
Code Sort the search results by type code.
Description Sort the search results by type code description.

The search fields on the Types screen are:

Field Description
Select Code Search for a call type by entering a call type code.
Select Description Search for a call type by entering a call type description.
Include Inactive If selected, includes inactive call types in the search results.

The fields on the Types screen are:

Field Description
Code The code which represents the call type in the system.
Description A brief description of the call type.

Data Source: PFWTAB

Security: 999 - Configuration

Revision: 2025.08