Setup Contact Types - Lookup Lists

Setting up your Contact type tags allow you to sort your contact information in more detail.  It will enable more detailed filtering and the ability to view subsets of business contacts if needed.   To create new Contact type tags navigate to the Admin button > Settings and then the Contacts section

Select Admin (on the left), then Settings.


Add new Contact Types here to suit your business. You can also edit existing ones, however company, customer, site and supplier are built-in, these may not be deleted.



When you assign your new Contact Type to a Contact it will appear within that Contact.


You may also want to review the Adding contacts to your account article and Filtering contacts article.

Thanks for reading this help article, we hope you found it useful.  You can see more helpful articles at the NextMinute Knowledgebase.

Feedback and Knowledge Base