How do I Customize Contact Types in Suppliers App?

Suppliers app allows you to create contact types, where you can describe about the type of a contact.

Steps to Create Contact Types

1. Log in and access Suppliers app from your universal navigation menu bar.
   
2. Click on "More" icon and select “Settings” located at the app header bar. 
   
3. Click on “Contact Types” from suppliers dropdown located at the left navigation panel.
   
4. Click on “Create” button and specify:
• Name - Name of the type.
• Description - Description of the type.
   
5. Click on "Create" button to complete.
   
6. By default the created contact type will be in enabled mode.
7. You can also update type information by clicking on "Edit" icon, if needed.

Related Links

• Customize agreement types
• Customize payment terms
• Customize left panel views