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Create and modify a contact type

Modified: 7 Jun 2026 Viewpoint Estimating Administration Help

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.

  1. Open the Contact Type screen.
  2. Click to add a row to the grid. You can also select the row of a contact type you want to modify.
  3. Complete the fields as described on the Contact Type Screen Field Reference.
  4. Click Save Types.
Note: To delete a contact type. select the type, click and click Save Types. You cannot delete system-defined contact types.
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