Clients with Client Administrator user permissions and CMS configuration access are able to add and edit contact types directly within the CSM configuration. Eliminating the need to deactivate and recreate contact types, by simply amending names directly without disrupting existing data. The system includes protective validation to ensure data quality, preventing duplicate entries.
All contact type edits are logged with date, time, and user information to maintain data integrity.
📌Note: All existing contact types have been automatically migrated to company-level configuration. Your historical data remains unchanged.
Create new contact type
Follow these simple steps to locate to this area and create a new contact type:
Click the Admin tab, and click My Company.
Within the Admin section, click on CMS Configuration.
Within the General Information section, click on Contact Types.
Click New.
Enter the Contact Type name, and click Save.
Edit contact type
To edit an existing contact type follow these simple steps:
Click the Admin tab, and click My Company.
Within the Admin section, click on CMS Configuration.
Within the General Information section, click on Contact Types.
Click the magifying glass next to the contact type you wish to edit.
Amend the Contact Type name, then click Save.
