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Associate contacts with contact types
Associate contacts with contact types
Follett Software avatar
Written by Follett Software
Updated over a week ago

You can associate a single contact with a contact type, or do several contacts at the same time. You can also remove a contact type from a contact.

Note: You can also associate a contact with a contact type when you add a contact manually.

To associate a single contact with a contact type:

  1. In the header, click Contacts. The Contacts page appears.

  2. Click the edit icon next to a contact’s name.

  3. Use the drop-down to select the contact type you want.

  4. Click Save Contact.

To associate several contacts with a contact type:

  1. In the header, click Contacts. The Contacts page appears.

  2. Select the checkboxes next to the contacts you want to associate with a contact type. The Assign Contact Type button appears:

  3. Click Assign Contact Type. A pop-up appears:

  4. Use the drop-down to select the contact type you want.

  5. Click Assign.

To remove a contact type from a contact:

  1. In the header, click Contacts. The Contacts page appears.

  2. Click the edit icon next to a contact's name.

    A pop-up appears:

  3. At the Contact Type field, click the X next to the contact type you want to delete. The contact type is removed from the field.

  4. Click Save Contact.

For additional help, contact support@livingtree.com.

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