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Adding, editing, or deleting a contact type
Adding, editing, or deleting a contact type
Contact types are a useful way to categorise your contacts. Here's how to manage them.
Andi Ancheta avatar
Written by Andi Ancheta
Updated over a week ago

To add, edit, or delete a contact type go to Settings > Contact Settings.

You will see a list of all of your firm’s contact types and how many contacts have been associated with each type. Select 'Add contact type’ to add a new type. Contact types can also be renamed or deleted by selecting the (...) that appears on the right of the type name when you hover over the area.

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