Contact Item Types

Overview

Contact Item Types are used to categorize additional phone numbers associated with a Contact and define their priority for outbound dialing.

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These types allow you to:

• Visually distinguish additional numbers via color coding

• Set a call priority order used during outbound campaigns, especially in Motion Bull Dialer

Each Contact can have:

• One primary phone number

• One or more additional phone numbers, each assigned a Contact Item Type
  
  

How Contact Item Types Work

It is possible to associate additional phones to a Contact, besides the primary phone.

Each Contact Item Type has:

• A name (e.g., Work, Mobile, Secondary)

• A priority order (used by the dialer)

• An optional background color (for visual identification)
  
  

During preview or automated outbound campaigns, the system:

• Calls the primary phone number first

• Then dials the additional numbers, sorted by:

  1. Order priority (lower value = higher priority; e.g., 1 is highest)

  2. Name (alphabetical order if the same priority)

Create a new Contact Item Type 

To create a Contact Item Type:

1. Navigate to Contacts Manager → Contact Item Types

2. Click the Add button

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• Name: display name of the item type

• Order by: set the priority to assign to the additional phone number associated with this Contact Item Type.
  E.g., 1 = highest priority

You can assign the same order value to multiple types; in this case, alphabetical order of the name determines the priority.

• RGB Background colour: Choose a color to visually differentiate this type in the contact view

Edit the Contact Item Type

To manage existing Contact Item Types, open the Contact Item Types list:

1. Click the ⋮ (three dots) icon on the row of the desired item

2. Choose:

   • Edit – Modify the item’s name, priority, or color

   • Delete – Permanently remove the item type
     ⚠️ Deleting an item type will affect any contacts using it