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Assign Contact Types to a contact - Desktop

You can assign more than one Contact Type to a contact. For example a contact might be a Customer AND a Supplier. Or a staff member may be a Welder AND a Gas Fitter, or a Senior Engineer and a Contractor. Doing this allows you to filter your contacts by one or more Contact Types you've assigned. This will help you finding the appropriate resource. You would use this feature to find Contacts from the Contacts List or when you are in the Calendar and want to view Tasks assigned to Contacts by Contact Type.

Step 1: Navigate to Contacts and select the Contact 

  1. Click on Contacts
  2. Click on All Contacts
  3. Select a Contact
 

Step 2: Assign a Contact Type to a Contact

  1. Select Edit

  2. Click into the Contact Types field to assign one or more Contact Types for your contact.