This article provides a comprehensive guide to creating, editing, and deleting Custom Classes, which enables you to organise your contacts into additional categories. These Custom Classes can be established at an office level by Master Users or by Individual Users with the appropriate permissions.

Note: This tutorial is intended for users with the relevant permissions. Users with access levels that allow for the creation of custom classes can click here to learn how to create custom classes. Master Users have the ability to create Custom Classes within their system, which can either be shared with all staff members or viewed exclusively by individual staff members.

Index

• How to Create a Custom Class
• How to Edit or Rename a Custom Class
• How to Delete a Custom Class
• Custom Class Permissions
• Custom Class Reporting

How to Create a Custom Class

1. Click My Office from the Main Menu. 

2. Click the Edit Details button on the Left Panel

3. Click the System Configuration tab.

4. From the drop-down menu options, select Custom Contact Classes.

5. Select Add new.

6. Complete Class Name, Assign to a Group if applicable (Please refer to How to add a class group for further instructions) and Assign To All Staff or an Individual Staff member.

7. Click Save.

How to Edit or Rename Custom Classes

Note: This applies to Master Users only.

1. Click My Office from the Main Menu.

2. Click the Edit Details button on the Left Panel.

3. Click the System Configuration tab.

4. Select Custom Contact Classes from the Configuration Option drop-down.

5. Click on the pencil icon next to the Custom Class you would like to edit. 

Note: Here you can search, Manage Groups, or Add/Delete a Custom Class.

6.  Here you can either rename, assign to a group, or assign to a staff member.

How to Delete a Custom Class

1. Click the My Office icon, click Edit Details and select the System Config tab.

• Within System Config, select Custom Contact Classes from the dropdown menu.

2. Locate the custom contact class you wish to remove. 

• Click the X adjacent to the class.
• When prompted by the pop-up, click Yes to confirm the deletion.

Custom Class Permissions

Access can be given to staff to be able to create their own Custom Classes in the system.

Note: These custom classes will only be visible by the Master, the individual agent and their team members. Only Master Users can create custom classes to share to the entire office.

1. After opening the staff card, navigate to Access. 
 

2. Under the Contact Permissions, tick the checkbox Add Custom Contact Classes.
3. Click Save Changes.
 

Custom Class Reporting

Use the following report to identify how regularly Custom Classes are being utilised.

1. Click Reports (located at the bottom of the screen). 
 

2. Click on the Contact Reports (in the left-hand panel) and select Contact Class Statistics.
 

3. Enter your desired filtering rules and click Search to proceed.

Note: Class Type - Select Custom (to focus on Custom Classes specifically).  
 

4. The report summary will be displayed with options to refine the search, print the report, or save it as a CSV file.