Contact Type

The Contact type mapping allows you to change the way your institution's contact types are categorized for reporting purposes in the Platform. You can map each contact type to one of the following options:

Activity (non-contact) - Use this for any type that is not a "true" contact, such as administrative entries. Activities will display in the Relationship Profile, but will not be considered when calculating the last time a prospect was contacted or in viewports when showing the number of contacts made by an officer.

  • Activity (non-contact)

  • Event

  • Letter/email

  • Other contact ClosedUse this for types that are "true" contacts but do not fit into one of the other contact type categories. These contacts will be considered when calculating the last time a prospect was contacted or in viewports when showing the number of contacts made by an officer. 

  • Phone

  • Social media

  • Text message

  • Visit

Changes made may not appear until the next time your nightly feed is processed.

Note: We may have built custom logic around your data if this was requested or necessary for implementing your data feed. If so, the codes and descriptions shown here may not match exactly what is in your system. Contact Blackbaud Support with any questions about the information presented here.

Examples of where this appears: