Contact Types defaults

By default, your contact types in Karbon are Client, Prospect, and Supplier. The current contact types may be edited or removed. Custom contact types may also be added to suit your firm's needs.


Best practice tip: create a contact type 'Inactive' for clients or contacts you no longer work with. We don’t recommend deleting these clients as you would lose all that rich information such as emails, work completed and notes for that client. Best to archive them instead.

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