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Contact Type Screen Field Reference

Modified: 7 Jun 2026 Viewpoint Estimating Administration Help

Each row in the grid on the Contact Type screen contains a contact type.

Click to add a row to the grid. Click to delete the active row from the grid. See Grids for more tips on using grids.

Field Description
Contact Type Enter a unique identifier of up to eight alphanumeric characters for the contact type.
Name Enter the name of the contact type.
Project Permissions If you want to set security at a project level, click to select the level of project permissions for the contact type. To set security at a project level, you also need to set project permissions on the User screen to Access By Contact Type.
  • No Access - Select this option to prevent users with this contact type from accessing projects.
  • Full Access - Select this option to allow users with this contact type to access the Project where they have been added as a contact.
Memo Enter any comments or notes about the contact type.
Status Specify the status of the contact type.
  • Active - Contact type is available for use and appears in lookup lists.
  • Inactive - Contact type is not available for use and does not appear in lookup lists on other screens. However, it persists in previous selections.
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