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Video Link: Create a New Contact Type

\uD83D\uDCD8 InstructionsInstructions

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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