You can add, edit, and delete the contact types in your Address Book. The contact types also display when you set up relations for running conflict checks.
Add a Contact Type
To add a contact type:
- From the toolbar, click your Profile icon.
- From the drop-down, select Setup.
- From the Setup left navigation, click List Items.
- From the tabs atop the List Items screen, click Contact Type.
- From the toolbar atop the Contact Type screen, click Add.
- On the Add Contact Type screen, in the Contact Type field, enter your new contact type.
- Click Save.
The system saves your new contact type.
Edit a Contact Type
To edit a contact type:
- From the toolbar, click your Profile icon.
- From the drop-down, select Setup.
- From the Setup left navigation, click List Items.
- From the tabs atop the List Items screen, click Contact Type.
- Double-click a contact type, or single-click it to highlight it, and then from the toolbar, click Edit.
- On the Edit Contact Type screen, in the Contact Type field, overwrite the contact type.
- Click Save.
The system saves your edits.
Delete a Contact Type
To delete a contact type:
- From the toolbar, click your Profile icon.
- From the drop-down, select Setup.
- From the Setup left navigation, click List Items.
- From the tabs atop the List Items screen, click Contact Type.
- On the Contact Type screen, single-click a contact type to highlight it, and then from the toolbar, click Delete.
The Delete Contact Type message box reads: Are you sure you want to delete selected Contact Type?
- Click Yes.
The system deletes the contact type.