Adding Contact Types

Last Updated: Aug 21, 2020
  1. Under the Contact Types heading on the left click the (emoji) icon

  2. Under the Add Contact Type heading on the right specify the contact type details

  3. To add contact details that can be attached to this contact type click on the + New button on the Contact Points tab. On the Add Contact Point modal enter a Name (e.g. 'Work Phone') then choose the appropriate Data Type (e.g. 'Phone'). Select 'Allow Multiple' if you want the user to be able to add the same contact point multiple times and 'Required' if you want to make it a requirement to add the contact point (e.g. the administrative contact type is required to have an email address)

  4. Repeat the step above to add additional contact points if desired

  5. Click Save