Contacts> Settings> Contact Types
Global Settings> Contacts>Contact Types
Contacts can be associated with companies with a contact type. Global Admin users can add, delete, or edit contact types using the contact type list and add contact type form.
Add Contact Type
Contact Type – The name of the new contact type. This will appear in contact type drop down in company and contact records, reports, and email-type templates.
Number of Contacts – the maximum number of this type of contact per company.
Note: Contacts with a max of one contact can be used in email hierarchies for email reports like statement, exhibitor confirmation letter, etc.
Contact Type List
Edit
- Click on either the contact id or contact type to be edited.
- Type the new name and/or number of contacts into the appropriate field.
- Click Save
Delete
Contact types that are not associated with a contact can be deleted by clicking delete in the row of the appropriate contact type name.
If a contact type should be removed and it currently in use, go to Reports>Company>Company Contact Report [add article url], and select the contact type in the search for section. Use this list to find the companies and contacts that need to be edited. More information on managing multiple contacts available in the Multiple Company Contact Management article.
Do not delete the Primary Contact type.