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Contact Type

Contact Types define which Contacts show up in drop-down menus on documents.  For example: A Supplier would not turn in a daily report for you, thus suppliers will not show up in the Report From field on Daily Reports.

User Levels Who Can Access

Executive Administrator

Add Contact Type

Contact Type

    1. Navigate > Administration
    2. Company Setup > Contact Type
    3. Enter a descriptive name of the Contact Type
    4. Save Data

Notes

    • New Contact Types cannot be used to Import Contacts
    • All New Contact Types show up on all documents

Current Contact Types

    1.   Edit (pencil icon) next to the Contact Type
    2. Update Contact Type
    3. Save Data

Notes

    • Changing a Contact Type will affect historical data
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