Associate contacts with contact types

You can associate a single contact with a contact type, or do several contacts at the same time. You can also remove a contact type from a contact.

Note: You can also associate a contact with a contact type when you add a contact manually.

To associate a single contact with a contact type:

  1. In the header, click Contacts. The Contacts page appears.

  2. Click the edit icon next to a contact’s name.

    Edit icon highlighted on contact page.

  1. Use the drop-down to select the contact type you want.

    Edit contact page with contact type highlighted.

  1. Click Save Contact.

To associate several contacts with a contact type:

  1. In the header, click Contacts. The Contacts page appears.

  2. Select the checkboxes next to the contacts you want to associate with a contact type. The Assign Contact Type button appears:

    Assign contact type button highlighted.

  1. Click Assign Contact Type. A pop-up appears:

    Select contact type to assign pop-up.

  1. Use the drop-down to select the contact type you want.

  2. Click Assign.

To remove a contact type from a contact:

  1. In the header, click Contacts. The Contacts page appears.

  2. Click the edit icon next to a contact's name.

    Edit icon highlighted.

    A pop-up appears:

    Edit contact pop-up.

  1. In the Contact Type field, click the X next to the contact type you want to delete. The contact type is removed from the field.

  2. Click Save Contact.

For additional help, contact techsupport@follettsoftware.com.