Setting up contact types

To set up contact types

1. From the > Setup menu, click General > 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 .