Organizations - Contacts and Staff

Owned by Melanie Bujold
Last updated: Sept 07, 2023
1 min read

 

Note: Only branches have access to the Contact Types menu in Organization.

 

In this menu, you can change the contact types' names or statuses (Active or Inactive).

To change the name or status (Active or Inactive) of the contact types, click on the line of the contact type to be changed, and a side panel will open on the right; you can make changes by clicking on the blue pencil.