Settings

Settings

Set up touchpoints

You can set up touchpoints, or methods of contact, for the Dates to Remember section of the Contacts module.

To set up touchpoints, navigate to Settings > Modules > Contacts, and then:

  1. Navigate to the Dates to Remember section.
  2. In the Touchpoints box, type the method(s) of contact you would like to include in the Dates to Remember section. If you enter more than one method, separate the touchpoints with commas.
  3. Select Save.

Usage considerations

The Touchpoints box is directly related to the touchpoints advanced setting. When you add methods of contact to the Touchpoints box in the Dates to Remember section, BriteCore automatically updates the methods of contact in the touchpoints advanced setting. When you add methods of contact to the touchpoints advanced setting, BriteCore automatically updates the methods of contact in the Touchpoints box of the Dates to Remember section.

Touchpoints display in a dropdown list in the Dates to Remember section of the Contacts module for organization contacts. Touchpoints can be tracked in BriteData reports.