Adding a Type to a New Contact

Adding a new contact with a type is simple! Just click the green Create button at the top of the page and choose from one of the types in the drop-down menu.

Once you have chosen your type, fill out the new contact creation form and click Save.

And you're done! You have successfully created a new contact and added a type to the contact.

  • Note: Contact types listed in the drop-down menu are created by the agency's administrator. To add new types or customize the form, admins should read our Create a Contact Form article

Adding a type to an already-created contact

Find your Contact and navigate to their Details tab. Scroll to the bottom until you see the "Add new Contact Type to {Contact name}" button, and click on it to see the list of available contact types to add. Select the one you want and when it appears above, click Edit and add in the data for the new Contact Type!

Adding more than one type to a contact

If you would like to add more than one type, you will need to do that in a contact's Details tab. You can only add one type using the Create button.

To add more than one type, repeat the instructions above in the "Adding a type to an already-created contact" section by choosing another type from the "Add a new {contact type}" drop-down menu. 

As you continue to add types, the drop-down menu will remove the types you have already added from its list. 

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