When you add a client communication you will be asked to specify what type of communication it was. Your system comes loaded with many different types of communications and this article will show you how to add your own. For more information on adding a client communication, please see this article - Adding a Client Communication Entry
- Navigate to the Menu > Settings > Client Engagement > Communication Type.
- To add your own click Add Custom Communication Type. From here you just need to give the communication type a name and click Save.
Note: You will not be able to edit any of the system generated communication types, but you can delete them.