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Contact types

LiveFor: AdminAccess: Admin

The contact types your firm uses.

Settings > Contact Customization lists your firm’s Contact types, with how many contacts have each.

Contact Customization with Contact types listing Client with 49 contacts, and an Add contact type button.
Settings > Contact Customization.

Press Add contact type to add one, such as Supplier or Referrer.

  • Custom fields (being written)Live

Still need help?

Ask your firm's BMS admin first: they can see your access level and your firm's settings. Clients of a firm should contact their accountant.

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