User Guide: Setup > Contact Setup > Contact Type
NLS Interface
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Contact Type

NLS has 150 user-defined fields available for use on every contact. There are 50 on each of three forms: Detail, Demographics, and Financials.

Each contact is placed into one of the available contact types. To add a new contact type, click Add Addand enter the contact code and description for the new contact type.

Note

If no new contact types are created, all contacts will be classified as <DEFAULT>.

There are also 16 additional user-defined fields for use with contact address book entries.

Each type has its own unique configuration for the 150 Contact User-Defined Fields. The label and type of each user-defined field is defined on the Contact Type sub-category under Contact Setup.


To select which of the three forms of the user-defined fields (Detail, Demographics, or Financials) to modify, click on the appropriate tab.

For the Label, type in the label as you want it to appear on the screen next to the corresponding user-defined field.

For the Type, click on the field then click and select the appropriate type for the user-defined field from the drop down list.

Select Disabled, Required, Hide, Read Only, and Mixed Case as needed for the user-defined field.

Click to open a User-Defined Field Setup window for additional configuration options. See User Defined Field Attributes for additional information.

In addition to the configuration of the user-defined fields, contact types also control the security access to the contacts within each type. Click Trustee to designate which users are allowed access to the contacts in a particular contact type.

Options Tab


Type Flag

Designating a contact type with a type flag allows the contacts of that type to link to the corresponding task manager relationship codes.

Hide Tab

Selecting this option next to the name of one of the standard tabs on the contact will hide that tab for all contacts that are set to this contact type.

Hide Field

The Date of Birth (DOB), Date of Death (DOD)*, and the Tax ID (TIN) fields may be hidden on all Contacts that are set to this contact type.

*DOD available in NLS 5.0.3 and later

Default Entity

An Entity Code may be set up to be the default code for all contacts added using this contact type.

Default Credit Profile A credit bureau may be set up to be used as the default credit profile for all contacts added using this contact type.
Auto Numbering Options

If Auto Numbering is enabled, you may set the auto numbering to be keyed to the reference number (ROWID) of the contact, or to a key that you set, which will iterate as each contact is added.

Mask

Use the mask to customize the customer number formatting.

NLS 5.9 and later

Branch number may be included in the loan number by including a {B1} macro. This can be added to the mask by right clicking in the Mask field and selecting the macro from the list.

The mask must follow the sequence in the format of: aaa%0#dbbb

aaa a string of characters to be placed at the beginning of the contact number
%0 designates that the number 0 will be used to pad the ROWID or key
# the minimum number of digits that will be used for the ROWID or key with the padding
d the actual character “d” indicates where the ROWID or key is to go and is padded based on the number which precedes it
bbb a string of characters to be placed at the end of the number

Example

If the mask was set to THX%05d-R2D2 and the current key was 1138, then the next loan number would be THX01138-R2D2.
aaa is defined as THX, the %05d indicates that 5 digits are to be used with preceding 0s padding anything that is less than 5 digits long, and bbb is represented by -R2D2.
Use ROWID When selected, the auto numbering will be keyed to the ROWID of the contact.
Re-number on Type change This feature is not yet implemented.

Export / Import

To export a contact type to an XML file, right-click the contact type to export and select Export to file. Enter a name for the file and select where to save then click Save.

To import a contact type from an XML file, right click anywhere in the list of contact types and select Import from file. Select the file to import and click Open.



Updated: 2018.09.26


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