Adding, editing, or deleting a contact type

To add, edit, or delete a contact type go to ‘Practice Settings’ from the left nav bar and select ‘Contact type’.

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You will see a list of all of your firm’s contact types and how many contacts have been associated with each type. Select “Add contact type’ to add a new type. Contact types can also be renamed or deleted by selecting the (...) that appears on the right of the type name when you hover over the area.

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