How to Add/Edit Contact Type

In Cosmolex, you can add contact types under Setup > List items > Contact type tab, which will then appear in the Address Book Tab under the Contacts Page. Also, the contact types will appear when setting up relations for running conflict checks.

To add a contact type, go to Setup > List Items > Contact Type tab > click Add

Add contact type, and click save.
 
 
Once done, go to Contact > Address Book > Add/Edit

 

In the Add/Edit Contact window, where it says “type”, choose the new contact type in the drop-down menu that you created, and click save.

All Set! You are now able to add and edit contact types in Cosmolex.

Updated on May 31, 2018

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