Additional Contact Types
complete
D
David Vogel
Currently Contact Type is hard coded. A contact is either a lead or a customer. Well for one of my businesses, the contact isn't either one of those. I would love the ability to add additional contact types and a way to define what is the default value.
HIGHLVL-I-5888
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Anthony Carter
Thank you!
M
Mackenzie Wilson
DOES ANYONE HAVE AN UPDATE ON THIS? Pleaseeee
R
Rose Magro
Contact Type has now been made a custom field where you can add the other options.
K
Kevin Slaton
I agree in my business I keep track of several different contact types, leads, customers, vendors, partners are just a few. Being able to track them all in one CRM would be nice.
A
Alex Moore
How is this complete? How do we edit the avilable options?
J
Jacob Miller
Why was this marked as complete?
R
Rose Magro
Jacob Miller: Contact Type has now been made a custom field where you can add the other options.
Core Platform
complete
B
B Alexander Ingram
Core Platform: I do not see how this is complete as there is no way to add another contact type. Am I missing something here?
R
Rose Magro
B Alexander Ingram: Contact Type has now been made a custom field where you can add the other options.
B
B Alexander Ingram
Rose Magro: Thanks :-)
J
Jonathan Espinal
B Alexander Ingram: Go to settings, then custom field settings, then click on folders, click on the "contact" folder. Find the "contact type" field, click the three dots on the right and edit the field. Here you can add as many contact types/categories as you'd like.
C
Carlos Vazquez
B Alexander Ingram: you're able to add, edit the contact types in the custom fields area.
J
Jacob Miller
Yes please add this. What about business partners?
K
Kelli Doorne-Millott
Here to ask the same thing. Definately need the ability to add more types
G
Gavin Basuel
Yeah it's kind of limiting, depending on the team/industry they might use this for internal tagging of contact types. Would like the option to go into custom fields and add a few ourselves
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