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Contact Types

  • Updated

We provide standard contact types such as Client/Person, Company and Creditor/Supplier in your VaultRe account. However, below is a step by step process on how to add further contact types in your database, such as a "Solicitor" or "Developer".

Step by step

1. Go to Settings > Contact Types

2. Once in Setup Contact Types, click on Add New Contact Type in the bottom right-hand corner

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3. This will then populate the Add/Edit Contact Type Screen, where you are able to populate the Solicitor type name and click on Save

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4. Once added you will be able to edit any existing contact types on the right-hand side and be able to apply the contact type when adding in a new contact. More information on adding in a contact can be found via the Add Contact knowledge article

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