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Adjusting Contact types

Admin

Are you tired of searching through your contact list? Do you want to specify your contacts more precisely? ONLYOFFICE gives you an opportunity to do that! Use one of the default contact types or create your own!

Are you curious? Read this article to learn more.

Bare Bones Instructions

The Contact types function lets you characterize your contacts in a certain way. There are four default contact types in CRM: Client, Competitor, Partner, Supplier. If four is not enough for you create as many contact types as you wish. Don't know how to do it? Read the instruction below.

  1. Access your ONLYOFFICE portal.
  2. Click the CRM link on the start page.
  3. Expand the Settings option then choose Contact settings section and click the Contact type item.
  4. Click the New contact type button.
  5. In the opened Create new contact type window introduce contact type Title.
  6. Click the Save button.
    You can access the contact list with the necessary contact type right from the Contact types page in the Contact settings section clicking the appropriate link with the specified number of contacts.

That's it! The new contact type is created. Easy as pie!

Helpful Hints

How to assign a contact type to the contact?

First of all go to the 'Contacts' list, find a required 'Person' or 'Company' and click the Actions icon icon. Choose the 'Edit contact' option and in the opened form find the 'Contact type' link and click it. You will see the drop-down list with the default 'Not specified' option. Open it and choose the necessary contact type. Click the 'Save changes' button.

Here you can also change the contact type or leave the 'Not specified' option.

How to edit or delete a contact type?

To edit o delete a contact type click the 'Settings' option, then choose 'Contact settings' section and click the 'Contact type' item. Find the required contact type and click the Actions icon icon. Select the 'Edit contact type'/'Delete contact type' option.

Remember that it's impossible to edit o delete a contact type if it has already been assigned to one or several contacts.

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