This screen is used to create/view/edit the details of the Contact Purpose lookups.
The fields are as follows:
Name - the Contact Purpose
Active - uncheck the box to deactivate the Contact Purpose
The system comes with a basic set (Billing, Correspondence, Home, Mobile, Postal, Reminder and Work) which will normally suffice. However, you might want to add 'Spouse' or 'Partner' or 'Maid'.
These contact purposes are independent of the Contact Type (ie Location, Phone, Email and Fax).
The system does make use of the Contact Purpose in some situations.
In the customer and patient workspaces, the To dropdown will include:
- the customer's email addresses
- the referral email addresses
- any practice email addresses associated with the referrals
In the supplier workspaces, the To dropdown will include:
- the supplier's email addresses
In all other workspaces, the To dropdown will be empty.