Adding or modifying a contact type
- Select Settings > Contacts > Contact Types. The Contact Types page is displayed.
-
Select a Division and a Site to which a contact type must be
added.
Note: If you select the Master List site to add a contact type, the contact type is added to all the sites.
-
Click New. The Edit
Contact Type page is displayed.
Note: You can modify the existing contact type, using the Edit option corresponding to the name of the contact type.
- Specify a name for the contact type in the Contact Type field.
- Specify a code for the contact type (optional) in the Field Code field.
- Click Save.