Adding and Modifying a Type

Updated 8 months ago by Amruta Phansalker

This topic describes how to do the following:

  • Add a Type
  • Edit a Type
  • Delete a Type

Add a Type

  1. Log on to Maximizer CRM.
  2. Go to Administration > Settings.
  3. Expand Interactions, and then expand System Fields.
  4. Click Type.
  5. Click ADD TYPE.
  6. In the text box that appears at the bottom of the list, do the following:

    Field

    Activity

    Icon list

    Select an icon for this type.

    Text box

    Type a name for the interaction type. 

    Bidrectional direction

    Click this check box if you want to specify the type of the interaction as bidirectional. Once selected, this action cannot be undone.

    You can set the direction as either “incoming” or “outgoing” at the time of creating an interaction.

  7. Click SAVE.
    The newly-added type is placed alphabetically in the list. Click the eye icon to show or hide it.

Edit a Type

The types Phone Call, Email, SMS, and Chat are available as default types, and therefore, cannot be edited or deleted.
  1. Log on to Maximizer CRM.
  2. Go to Administration > Settings.
  3. Expand Interactions, and then expand System Fields.
  4. Click the drop-down arrow next to a Type and click Edit.
  5. Change the icon or the name of the type and click SAVE.

Delete a Type

You cannot delete a type that is used in an interaction.
  1. Log on to Maximizer CRM.
  2. Go to Administration > Settings.
  3. Expand Interactions, and then expand System Fields.
  4. Click Type.
  5. Click the drop-down arrow next to a Type and click Delete.
  6. On the confirmation message box, click OK.


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