Additional Contact Types | Contacts

Additional Contact Types

complete

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

January 6, 2022

Mackenzie Wilson

DOES ANYONE HAVE AN UPDATE ON THIS? Pleaseeee

Rose Magro

Contact Type has now been made a custom field where you can add the other options.

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.

Sertan Djelal

How is this complete? How do we edit the avilable options?

Jacob Miller

Why was this marked as complete?

Rose Magro

Jacob Miller: Contact Type has now been made a custom field where you can add the other options.

Core Platform

marked this post as

complete

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?

Rose Magro

B Alexander Ingram: Contact Type has now been made a custom field where you can add the other options.

B Alexander Ingram

Rose Magro: Thanks :-)

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.

Carlos Vazquez

B Alexander Ingram: you're able to add, edit the contact types in the custom fields area.

Jacob Miller

Yes please add this. What about business partners?

Kelli Doorne-Millott

Here to ask the same thing. Definately need the ability to add more types

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

Shawn Moser

Would really love to have a lead type that is not yet a contact. My contact list is full of phone number only contacts, most spam calls, that I'm constantly having to clean out. Would be nice to bring in a call, chat, DM, etc. as a lead then have a button on the record that says "add contact" or "delete lead". Marketing360 has this feature and it would help to keep a cleaner contact list to market to.

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