CRM Contacts: Enhanced "Contact Type" Features 📇
We're excited to unveil three major enhancements to the "Contact Type" standard field in your CRM contacts. These updates bring new levels of customization and efficiency to your contact management.
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What's New?
Add New Contact Types
Rename or Delete Contact Types
Workflow Integration: Update the contact type field for a contact directly through workflows for streamlined processes.
🛠️ How to Manage Contact Types?
Navigate to the "Custom Fields" tab in the Sub-account settings.
Go to Folders and click Edit on the field name
A modal will open up allowing to manage all options for the sub-accounts' "Contact Type".
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Important Notes:
No Duplicates:
Duplicate Contact Types are not allowed to maintain clarity.
Universal Renaming:
Renaming a contact type updates the name across all contacts and smartlist filters in the UI.
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Contact Type in Workflows:
All Contact Type options created for a sub-account are visible in the dropdown of the "Update Contact" Action in workflows.
If/Else Conditions in workflows also support the custom contact types created for the sub-account.
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Migrating Existing Custom Fields:
For example, if you have a custom field "CF" with options like Buyer, Seller, and Contractors:
Create a Workflow:
Initiate the process to update contacts.
Action Selection:
Choose "Update Contact" as your action.
Field Specification:
In Fields, select "Contact Type."
Option Selection:
Pick the relevant option from the dropdown menu.
Add contacts to this workflow by filtering through smartlists based on the custom field "CF."
📚 Explore more about Contact Type here 👈