Contact Type

Parent item: Contacts

Assigning Contact Type

Contact can have only one Type at a time

• When creating a new contact, Contact type is a mandatory field with a dropdown to choose from the existing types.

• For an existing contact, the Contact Type can be updated on the contact details page

• Contact type can be assigned from the "Update Contact" action in Workflows.

Adding, renaming, or deleting Contact Types

Navigate to Settings > Custom Fields and search for "Contact Type" and click "Edit"

Filtering based on Contact Type

Use the "Type" filter in Smartlist filter to effectively create and save different filter views for different contact types.

https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155010725067/original/oVo8rIsyGLKc2TrdBUijA_WGthtIn9aCTA.png?1697891243

Assigning Contact Type

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Contact can have only one Type at a time

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1. When creating a new contact, Contact type is a mandatory field with a dropdown to choose from the existing types.

2. For an existing contact, the Contact Type can be updated on the contact details page

3. Contact type can be assigned from the "Update Contact" action in Workflows.

!https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155010725059/original/xIryxKg3JI9U5FwGFvU-MS51A-77lTPEyg.png?1697891200

Adding, renaming, or deleting Contact Types

Navigate to Settings > Custom Fields and search for "Contact Type" and click "Edit"

!https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155010725063/original/DRErN-Z1bVg3BkkmlxJ40TrLpdwOsCik-g.png?1697891220

Filtering based on Contact Type

Use the "Type" filter in Smartlist filter to effectively create and save different filter views for different contact types.

!https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155010725067/original/oVo8rIsyGLKc2TrdBUijA_WGthtIn9aCTA.png?1697891243