Contacts module settings

List of paragraphs:

Contact group

When creating a new customer, enter Contact group:

1
In order to add more choices for field Contact group, click Setup - > Contacts -> Contact group;
2
Select New contact group:

3
Fill in the details;
4
Press Save.
5
Use Options to edit or delete value:

Contact types

You can identify Customer type when creating new customer:

1
To add more options for Customer types, select Setup -> Contacts -> Contact types.
2
Click New contact type:

3
Insert the information and press  Save.
4
In order to edit or delete type, use Options menu.


Activities

When creating new customer, enter Activities

To add more Activities options, select Setup -> Modules picklists -> Activities.

1
Click New value:

2
Insert the information and press Save.
3
Select default value.
4
In case you want to hide value from the list, mark it inactive.
5
To edit or delete value, use Options menu.

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