Edit the client types

You can add client type categories and use these to classify the industries your contacts belong to. For example, banker or farmer.

1. Click Settings > Contacts > Client Types.
2. Click Add Client Type.
3. Type the client type in the box provided.
4. Click Save.

The number of subcategories in each parent category is listed in the Subcategories column. You can view the subcategories in a category by double-clicking the row.

1. Click the row of the category you wish to add a subcategory to.
2. Click Add Client Type Subcategory.
3. Click the arrow beside the Parent Category box and select a category in which to house the new subcategory.
4. Type a name for the subcategory in the Client Type box.
5. Click Save.