Retailer Contact Type Overview

Retailer Contact Type Overview

Overview

Retailer Contact Type enable you to classify your Retailer Contacts into distinct types for easier contact filtering. This field is highly visible on the mobile sales app so can be a valuable bit of information to start using in Inzant Sales.

Retailer Contact Type Search

You can reach the Retailer Contact Type search screen by clicking on the "Configuration" menu option in the sidebar menu, and then clicking on the "Retailer Contact Type" option under the "Lists" heading. If you cannot see this option, please confirm with your system administrator that your user role has sufficient permissions.



Once you have the Retailer Contact Type search screen open you can see all the available options in the tabular list. To search for a Retailer Contact Type, type the search term into the Search box and hit Enter. 


If you'd like to review the inactive Retailer Contact Type, click the "More Filters" button. You'll then see a dropdown which will enable you to see "All types", "Inactive types" or "Active types". You can also do a search whilst this filter is active. To close these options click "Less Filters".



Adding a Retailer Contact Type

To add a Retailer Contact Type, click on the "New Retailer Contact Type" button which is located in the top right of screen (provided you have sufficient permissions). This will open a blank Retailer Contact Type Details screen ready for you to enter the new Retailer Contact Type name.


Once the Retailer Contact Type Details screen is open, enter the new Name and click the save button in the top right of screen.




Editing or Deactivating a Retailer Contact Type

To edit a Retailer Contact type click on the small edit icon in the far right column of the row. This will open the Retailer Contact Type Details screen.


The Retailer Contact Type details screen will only have the "Name" field. Provided you have sufficient permissions you can edit this name, and click save in the top right corner of the page. 


If you'd like to deactivate a Retailer Contact Type, you can click on the "Deactivate" button - which will make the Retailer Contact Type inactive.


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