Contact Types and Roles

Use contact types to quickly and easily categorise your contacts for future reference. Set the parameters for contact types by adding payment terms and staff access levels.

Add contact roles to designate individual persons within an overall contact (organisation).

Please note: To create a contact, you must allocate a contact type.

Create or Update a Contact Type

From the User Menu Panel on the left, navigate to Settings > Contacts > Types.
Click Create.
Name your contact type.
Choose whether all or selected staff members can access this contact.
Set your payment terms for bills.
Set your payment terms for invoices.
Set a discount if applicable.
Click Create.

You can edit your contact type at any time by clicking into it, then clicking Update, entering any changes, then clicking Save Changes.

Note: You can leave the payment terms blank if you want to use your default payment terms.

Tip: Set a new type for multiple contacts simultaneously by selecting the contacts you wish to update, clicking the With Selected drop-down, and clicking Change Type.

Create or Update a Contact Role

A contact might be an organisation that is a supplier, building company, etc.

You can then add individual people within this organisation to jobs and leads using assigned contact roles, e.g. "Project Manager" or "Installer". See Adding More Than One Contact to a Lead/Job for more details.

To create a contact role, follow these steps:

From the User Menu Panel on the left, navigate to Settings > Contacts > Roles.
Click Create.
Name your contact role.
Click Create.

You can rename your contact role at any time by clicking into it, then clicking Update, entering the new name, then clicking Save Changes.