What is a contact type
Find out how to categorize contacts with contact types
Jose avatar
Written by Jose
Updated over a week ago

A contact type allows you to categorize contacts. By default, there are four types configured when you signed up: vendor, customer, employee and other.

You can add as many contact types as needed.

Also, contact types allows to define custom fields specific to that contact type. For example, a vendor can have a custom field that an employee doesn't have.

Managing contact types

Contact types can be managed by clicking on Your Account on the top menu and then on Settings.

Then click on Contact Types on the left menu.

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