How to Customize and Assign a Contact Type

Customizing and assigning contact types helps organize your contacts based on their roles or relationships. This article outlines the steps to customize and assign contact types, helping you stay organized and manage relationships efficiently.

Customizing Contact Type

• From the main menu, select "Admin."
• Under the Manage My Account module, select "Customize Account."
• Scroll down and click on "Custom Fields."

• You will then see pre-selected choices for Contact Type. You can either use these options or delete the existing ones and add your own.

• To create a custom Contact Type, click "Add Contact Type," input your desired name for the type, and click "Create."

Once you have created your custom Contact Type, you can assign it to a contact record.

Assigning a Contact Type

• From the main menu, select "Contacts."
• Click the "More" button and select "Edit Contact."

• Scroll down until you see the "Contact Type" dropdown.

• Select the desired Contact Type from the dropdown, then scroll back to the top of the page and click "Update."

That's all about customizing and assigning a contact type. If you encounter any issues or have any questions, don't hesitate to reach out to our support team.