Contact Types

Summary:

AccuLynx allows you to store and manage the Contacts your Company interacts with on a day to day basis.  By default, AccuLynx has two Contact Types: "General Contact" and "Customer".  To extend your network, you can create custom types of Contacts, such as "Insurance Adjusters" or "Property Managers."

Requirements:

Requires Location or Administrator Role to access this area.

How To:

Click your name at the top right and select Account Settings.

Expand Manage Contacts and select Contact Types.

Contact Types

Select +Add Contact Type. Enter a name and select Save.

Edit will allow you to update the name of a Custom Contact Type. Use the edit pencil on the right of the Contact Type you wish to edit. Enter the new name and select Save.

You can choose to reorder your list by using the gray stacked dots on the left of any Custom Contact Type and dragging/dropping anywhere on the list. System Defaults always appear at the top of the list.

Delete will permanently remove this Custom Contact Type. Use the trash can on the right of any Custom Contact Type. A warning will ask you to confirm this permanent deletion. Select Delete to remove the Custom Contact Type from the list.

Notes:

• Any Contacts from a Contact Type that has been deleted will be automatically reassigned to "General Contact".