What can I do with Contact types?

Modified on Wed, 10 Aug 2022 at 04:10 PM

Use contact types to differentiate your business contacts. It allows you to:

  1. filter your contacts
    On the Contact list screen, you have the Filter contacts option on top. Us that to filter all your contacts based on any contact type. This way you get an overview of your customers, hot prospects or suppliers.
  2. manage user access
    Go to menu option ;Administration -> User settings -> Contact types to determine which user may have access to which contact types, and thus to groups of contacts.
  3. 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 note: a contact in your database can only have one contact type.

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