Manage Contact Types

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:

1. From the toolbar, click your Profile icon.
2. From the drop-down, select Setup.
3. From the Setup left navigation, click List Items.
4. From the tabs atop the List Items screen, click Contact Type.
5. From the toolbar atop the Contact Type screen, click Add.
6. On the Add Contact Type screen, in the Contact Type field, enter your new contact type.
7. Click Save.
   The system saves your new contact type.

Edit a Contact Type

To edit a contact type:

1. From the toolbar, click your Profile icon.
2. From the drop-down, select Setup.
3. From the Setup left navigation, click List Items.
4. From the tabs atop the List Items screen, click Contact Type.
5. Double-click a contact type, or single-click it to highlight it, and then from the toolbar, click Edit.
6. On the Edit Contact Type screen, in the Contact Type field, overwrite the contact type.
7. Click Save.
   The system saves your edits.

Delete a Contact Type

To delete a contact type:

1. From the toolbar, click your Profile icon.
2. From the drop-down, select Setup.
3. From the Setup left navigation, click List Items.
4. From the tabs atop the List Items screen, click Contact Type.
5. 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?
6. Click Yes.
   The system deletes the contact type.