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Version: 8.2

Set up a custom communication type

Level: beginner

In Creatio, you can manage the communication options and addresses of contacts and accounts on their form pages in the Customer 360 app. Manage the communication options in the top left and manage the addresses on the Contact info tab. Learn more: Manage communication options and addresses in Freedom UI.

General procedure to set up a custom communication type:

  1. Create a custom communication type. Read more >>>
  2. Bind the communication option to a communication type. Read more >>>
  3. Add an icon to the custom communication type (optional). Read more >>>

Detailed example: Add a custom communication type.

1. Create a custom communication type​

  1. Open the Lookups section. To do this, click in the top right → System setup → Lookups.

  2. Create a lookup.

    1. Click New lookup.

    2. Fill out the lookup properties.

      Property

      Property description

      Property value

      Name

      An arbitrary name of a lookup

      Communication types

      Object

      The lookup based on the Type of Communication object includes all communication types from the [Communication] database table.

      Type of Communication

    3. Save the changes.

  3. Open the Communication types lookup.

  4. Click New.

  5. Fill out the properties of the custom communication option.

    Property

    Property description

    Name

    An arbitrary name of a custom communication option

    Code

    An arbitrary code of a custom communication option

  6. Save the changes.

  7. Refresh the page that contains the custom communication type.

As a result, the custom communication type will be created.

2. Bind the communication option to a communication type​

Instructions: Bind the communication option to a communication type.

As a result, the custom communication type will be added to contact and/or account page.The communication option is displayed on a page without bound communication type if the communication type includes only 1 communication option. The communication option is displayed on a page with bound communication type if the communication type includes 2 or more communication options.

3. Add an icon to the custom communication type (optional)​

Instructions: Add an icon.

As a result, Creatio will add the icon to the custom communication type.

See also​

Manage communication options and addresses in Freedom UI (user documentation)

Draft Set up a custom communication option