Adjusting Contact types

Configuring contact types

The Contact types feature allows you to categorise your contacts accordingly. There are four default contact types in CRM: Client, Competitor, Partner, and Supplier. If the four default types do not meet your requirements, you can create as many additional contact types as needed. The steps below explain how.

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 Create new contact type window, enter a Title for the contact type.
6. Click the Save button.
   You can access the contact list for a specific contact type directly from the Contact types page in the Contact settings section by clicking the corresponding link showing the number of contacts.

That's it, the new contact type is created.

Additional Information

How to assign a contact type to the contact?

First, navigate to the Contacts list, find the required Person or Company, and click the icon. Select Edit contact, then locate the Contact type field in the form that opens and click it. A drop-down list will appear, defaulting to Not specified . Select the required contact type. Click the Save changes button.

You can also change the contact type or retain the Not specified option.

How to edit or delete a contact type?

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

Please note that a contact type cannot be edited or deleted once it has been assigned to one or more contacts.