EBS: How to Add a New Contact Record Type in Everbridge 360

Topic:

How to add a new contact record type in Everbridge 360.

Video:

Record Types allow you to put Contacts in two broad categories, like Employee, Contractor, or Vendor. The categories are set and determined by you or your organization, and are particularly useful when the Contacts are being updated from multiple sources or HR systems.

Go to manager.everbridge.net

1. Dashboard

To create a new Contact Record Type.

Dashboard

2. Dashboard

Hover over Settings.

Dashboard

3. Dashboard

Choose Organization.

Dashboard

4. Organization Settings

Organization Settings

5. Contacts/Assets

Select Contacts / Assets from the menu.

Contacts/Assets

6. Contact Record Types

Click Contact Record Types.

Contact Record Types

7. Default Record Type

The Employee Record Type is there by default and cannot be deleted.

Default Record Type

8. Edit Record Type

Although, you can rename it by clicking the pencil icon.

Edit Record Type

9. Edit Record Type

Edit Record Type

10. Edit Record Type

Edit Record Type

11. Save

And saving the change.

Save

12. New Record Type Name

To add a new Contact Record Type, type in the new name.

New Record Type Name

13. New Record Type Name

New Record Type Name

14. Color Palette

Then click the color palette to choose a color that will represent these contacts in Maps or Analytics.

Color Palette

15. Color Palette

Choose a color.

Color Palette

16. Save Contact Record Type

Then click plus Add.

Save Contact Record Type

17. Contact Record Types

A new Contact Record Type has been created and can be used to categorize Contacts.

Contact Record Types
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