brado426 wrote:When you first add a new Custom Contact Type, it will be counted as “Not Visited” for HT or “Not Contacted” for VT.
I understand what it does, but I think it could be worded better.brado426 wrote: Chart Separately specifies whether your Custom Contact Type shows up as a separate item on the Statistics/Pie Chart on the Report. If this is checked, it will show up as a separate item. If this is unchecked, it will show up along with the Standard contact type you have selected under the 'Count As' column.After you make changes to the Count As or Chart Separately settings, click Submit to save your changes.
Suggested:
.... If this is unchecked, the Custom Contact Type will not be broken out for display and any visits logged under this Contact Type will be merged into the Standard contact type you have selected under the 'Count As' column.
Otherwise, excellent write-up.
One more suggestion. To avoid issues like mkmurray is asking, all visit types that are to be displayed, should appear in the legend, even if there are zero visits of that type. It may already be that way. I just can't tell from the data samples.