Use contact types to differentiate your business contacts. It allows you to:
![]() | Filter your contacts |
On the Contact list screen, you have the Filter contacts option at the top. Use that to filter all your contacts based on any contact type. This way, you get an overview of your customers, hot prospects, or suppliers.
![]() | Manage user access |
Go to the menu option:
Administration -> User settings -> Contact types to determine which user may have access to which contact types, and thus to groups of contacts.
![]() | Define which contact types to sync |
Go to menu option: Administration -> User settings -> Synchronization to define which contact types should be in sync on your mobile devices.
When adding new contacts, both individually and by mass import, the contact type is a required field to fill. As you can see, this is an important field in the database.
![]() | Important: A contact in your database can only have one contact type. |
Was this article helpful?
That’s Great!
Thank you for your feedback
Sorry! We couldn't be helpful
Thank you for your feedback
Feedback sent
We appreciate your effort and will try to fix the article