Contact Types

Contact Types are a way of categorising Contacts recorded using Record a Contact and can be enabled per project.

To add a new Contact Type click on the 'Create New Contact Type' button or click on an existing contact type to edit.

Complete/edit the following'

Name of the Contact Type to be created
Display Order
Active Contact Type? - Set to 'Yes' to be available or 'No' to disable the option.

Click the "Save Details" details button to submit the changes.

Enabling entry of Contact Types on Contacts

See Project Setup to access the project settings and Record a Contact tab for how to switch on.