How do I Create Custom Contact Types?

To create a custom Contact Type, navigate to the System Configuration menu and select Custom Contact Types.

 

 

Click the blue add button in the upper right to add a new Contact Type. Select one of the three Base Types for your new Type.

 

Then enter a name and click SAVE. Once your new Contact Type has been created, make sure it is enabled in the list of Contact Types. If not, click on the “Edit” link for that Type to enable it.

 

 

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