The contact settings page allows you to maintain your contacts created in the system.

Contact Management Tabs

Files

New Contact Categories

New Relationship Categories

New Relationship Types

Where can you find the Contact management settings page?

This page is positioned under the contacts heading in the settings.

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There are a number of tabs on this page, these are Contact Categories, Fields, Files, Relationship Categories, Relationship Types.

Contact Management Tabs

Here you will find a detailed explanation of the various tabs on the page.

Contact Categories

When a new contact category is created, it appears on the contact category page.

Fields

These are the fields that are filled in when a new company is created. When a new company is created, all these fields are displayed. All the fields in this form are customizable, so that you can fill in all the details that are required.

Files