Create and edit contact types

Modified on Wed, 19 Jun, 2024 at 12:09 PM

All users can be assigned a contact type e.g. printer, contractor, project manager) in their user account page. 


Users with the appropriate permissions can create, edit and delete contact types. 


This can be used in management reports, but also on the job main details tab, as it determines which names will show up under the different contact types displayed on that page. 


Add a contact type:

  1. Go to Settings > User Types
  2. Add the name of your new contact type and the base contact type


Edit a contact type:

  1. In Settings > User Types > click Edit next to the contact type you want to change
  2. Change the text
  3. Click Save

Disable Contact Types:


If a contact type is currently attached to a user, you will be unable to delete it as it's marked as "in use", however you can disable the contact type by clicking on the "Disable" button.


Delete Contact Types:


If you would like to remove any contact types from the drop down you can delete them on this page by clicking Delete button.

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