Using contact types, you can organize the contacts in your
knowledge base into classifications that are important to your organization.
When staff members add or edit contacts, they can select
the contact type from the menu options you add. You might want to
add contact types that reflect the position of a contact, such as
manager, buyer, agent, and assistant. Or you could add contact types
that reflect a contact’s function with respect to your organization,
such as technical expert, decision maker, and reference.
-
Click Configuration on the navigation pane.
- Expand Application Appearance, and
then double-click Customizable Menus.
The Customizable Menus tree opens on the content pane.
- Expand the System Menus folder to view the list.
- Click Contact Types to display the
editor.
- Do one of the following:
- To add a contact type, click New.
- To add a new contact type directly below an existing contact
type in the tree, select the existing contact type and click New.
- To edit a contact type, click it in the tree.
- Enter a name for a new contact type or edit an existing
name under the Label column.
The corresponding field under the Label column in the
Interface Visibility section is populated or revised as you type.
- Click Save.