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Configuring Contacts

The Contact Configuration Document lets you add/delete/view Contact Types. Also see Working with Contacts.

  1. From the Explorer click SetupConfiguration.
  2. From the pane on the right, select the green ‘Contact’.
  3. The document titled ‘Contact Configuration’ will open (shown below).
  4. To create a new Contact Type click ‘New Contact Type‘ .
  5. Fill in the relevant information.
  6. Click ‘Save‘.

Creating a new Contact Type

Creating a new Contact Type

The new Contact Type will now be available in the ‘Contact Type’ drop-down list, when creating a new Contact.

Also Read About

Working with Contacts