Contact Category

Contact categories allow contacts to be grouped by contact type (for example, location-based contacts), by category (for example, manager or road supervisor), and by facility (for example, individual providers or locations).

Multiple contact people can be defined for each facility, and those individuals can be associated with multiple contact methods.

Note: Before you can add contacts to a contact category, the contact category must exist in system properties.

To add ancillary data, click File > Ancillary Data > General > Contact Category.

Table 1. Contact Category Ancillary Data
Field	Description
Name	Complete name or organization name of the contact, as it is specified in the Contact Category system property.
First Name	Contact's first name.
Last Name	Contact's last name.
Middle Init.	Contact's middle initial.
Comments	Any comments about the contact.
Address	Contact's address. Note: The address must be geocoded before the contact can be added to a contact category.
JuristPoly	Jurisdiction polygon to which the contact belongs.
Category	Contact category to which to add the contact. Contact categories are a way of grouping contacts that have common attributes. Note: Contact category options are specified in Tools > System Properties, on the System tab, in Contact Category, as comma-separated values.
Fax	Contact's fax number.
Phone	Contact's phone number.
Contact Type	Contact type: Funding Source, Provider, or Location.
Facility	Contact's facility. Facility options are dependent on the Contact Type.
Email Address	Contact's email address.