You can use the Contact Type screen to create and manage categories for contacts. Contact types can help you simplify lookups and associate contacts with prospects and bids.
- Open the Contact Type screen.
-
Click
to add a row to the grid. You can also select the row of a contact type you want to modify.
- Complete the fields as described on the Contact Type Screen Field Reference.
- Click Save Types.
Note: To delete a contact type. select the type, click
and click Save Types. You cannot delete
system-defined contact types.
and click Save Types. You cannot delete
system-defined contact types.