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This How-to covers the steps to create a new contact type.

To view an instructional video of these steps, click the link below.

https://share.synthesia.io/e43a4980-36dd-4435-b682-db6dac8f8a97

\uD83D\uDCD8 Instructions

  1. Click Administration > Law Type/Case Type/ Contact Type Setup.

  2. Click on the Contact Types tab at the bottom.

  3. Click ‘Add’ on the top left side of the window.

  4. Enter a name for the new contact type in the “Description” field.

  5. For each contact type, select the appropriate settings.

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Please reach out to us if you need any additional help.

Law Types, Case Types