Customizations - Contact Types

Firm360 includes a set of global default Contact Types to ensure better organization and categorization. However, if you don’t see a type that fits your needs, you can easily add a custom one through the Customizations tab.

Note: You must have the Admin Role to access this part of the platform.

Accessing Contact Types

1. Navigate to Customizations in the ribbon.
2. Click on Contact Types to access the list of available contact types.

Adding a New Contact Type

1. Click the Add button.
2. Enter the details for the new contact type.
3. Click Save to confirm the addition.

Reordering Contact Types

1. Click the Reorder button.
2. Drag and drop contact types into the desired order.
3. Refresh the webpage to apply the changes.

Editing an Existing Contact Type

1. Select the contact type you want to modify.
2. Click Edit to open the contact type details. Make the necessary changes.
3. Click Save to update the contact type.

By following these steps, you can efficiently manage your contact types, ensuring better organization and usability.