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Contact types allow for additional "Account Types" to be selectable when adding a contact to a client profile. By default, a contact type of "Billing" is available. Additional contact types can be added here. Currently contact types serve the purpose of manually sorting contacts into categories. Some examples of new contact types might be for support, development, or manager roles.
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In a future release, contact types may have an ACL (Access Control List) associated with them, and be able to login to the client interfaceAccess permissions can be set for Contacts if the contact is set to be able to login, by both Staff, and Clients. |
Creating a new Contact Type
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