FAQ 1065: Adding or Managing Contact Types - Video Available

Problem: I would like to add a new Contact Type to PensionPal. How do I do that?

Solution: https://asc-net.wistia.com/medias/gdnea4aaxr 1. Go to Manage > Contact Types. (Password Protected) 2. Select a Contact Group on the left, then click on Add Type. 3. Type the new Contact Type, then click OK. 4. Use the right click Move Up/Move Down feature to rearrange the order. 5. Click Close when done.