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Return to Administrator's Guide

Preferred Communication Options Overview

Preferred Communication Options provides a way to indicate methods of communicating with contacts (i.e., Phone, Email, etc.)

Setup Preferred Communication Options

Begin at the Administer CiviCRM page. In the Setup section, choose Preferred Communication Options.

You will see a list of existing communication method options (Standard options are Phone, Email, Postal Mail, SMS and Fax). You can create a NEW option or Edit, Disable or Delete EXISTING options using the links to the right of each option.

NEW

To enter a New Preferred Communication Method, click on the >>New Preferred Communication Method link at the bottom of the list of options.

Type in the Label, Description and Weight for each option. You can enable/disable the option by checking or unchecking the box labeled Enabled?

Click Save to save the option.

If successful, you will see the message:

The Preferred Communication Method "Smoke Signals" has been saved.

EXISTING

For EXISTING options you can Edit, Disable or Delete each option using the links to the right of each communication option.

EDIT

Selecting Edit will bring you to the Edit Preferred Communication Method Options page where you can change the Label, Description and Weight for each option. Here you can also enable/disable the option by checking or unchecking the box labeled Enabled?

Click Save to save the option.

If successful, you will see the message:

The Preferred Communication Method "Smoke Signals" has been saved.

DISABLE

Select Disable to temporarily disable an existing Communication Option. You will see the warning:

"Are you sure you want to disable this Preferred Communication Method? Users will not be able to select this value when adding or editing Preferred Communication Method"

Click OK to continue or Cancel to cancel disabling the option.

To re-enable the prefix, simply click on Enable.

DELETE

Select Delete to delete the option. You will be given this warning:

WARNING: Deleting this option will result in the loss of all Preferred Communication Method related records which use the option. This may mean the loss of a substantial amount of data, and the action cannot be undone. Do you want to continue?

Click Delete to continue or Cancel to cancel the deletion.

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