The Contact Type tab is where you can configure the types of contact methods available — for example, Home Phone, Cell Phone, Personal Email, Work Phone, etc.

The Contact Type list is shared by multiple types of records in Penelope including Individuals, Blue Book Entries, Referrals, and Collateral Contacts. As such, we recommend that your Contact Type list reflect the data collection needs for each record type.

Example of contact types shown for Individual contact information

By default, your Penelope database includes a number of standard contact methods, however, you can add new Contact Types, modify the labelling of existing options, or remove options not applicable to your organization. For example, you could consider adding options to track the Social Media links for community partners.

Configuration Tip

You can configure the default Contact Type for Individuals as well as Blue Book/Collateral Contacts/Referrals.

Contact Type Settings Reference

Setting	Description
Contact Type	The label that appears for the Contact Type throughout Penelope.
Contact Class	The Contact Class setting determines the formatting for the Contact Type. Options include:
Designated Phone	Formatted to reflect your Default Phone Number Mask. For Blue Book Entries, Collateral Contacts, and Referrals, a phone number with an additional field to capture more information about the phone number. For example, the purpose, restrictions, etc.
Designated Phone with Extension	Formatted to reflect your Default Phone Number Mask with an additional field to enter an extension. For Blue Book Entries, Collateral Contacts, and Referrals, a phone number and extension with an additional field to capture more information about the phone number. For example, the purpose, restrictions, etc.
Email address	Formatted to reflect standard email conventions.
Extension only	A simple numerical-based field to enter extensions only.
Phone Number	Formatted to reflect your Default Phone Number Mask.
Phone Number with Extension	Formatted to reflect your Default Phone Number Mask with an additional field to enter an extension.
URL	A text field to capture a website. Contact entries of this type are clickable and open in your configured browser.
Put on Intake Wizard	An option to include this Contact Type on the Intake Wizard and Add Individual tools.
Copy Contact from Primary Member	An option to automatically copy the data entered for this Contact Type for any subsequent members added to the same Case on the Intake Wizard.
Make this Contact Mandatory	An option to make the Contact Type mandatory on the Intake Wizard and Add Individual tools. If enabled, the Use this contact? Field on the Intake Wizard and Add Individual tools is automatically selected, and the Worker must input a response for the Contact Type. Note: The Contact Type will remain optional for other areas of Penelope where you can input contact information.
Has SMS Capability	An option to indicate that the Contact Type is compatible with SMS (text messages). If enabled for the Contact Type, it could be used for External Communication messages sent via SMS.