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Setting up contact types

  1. From the Setup menu, click Contact Types.
  2. Place the cursor one row above where you want the new contact type.
  3. Click the New button.
  4. In the Description field, type a name for the contact type.
  5. In the Notes field, enter any notes.
  6. Click Save. The contact type appears in a row below the cursor. To move it, click the row and click or .



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