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To view an instructional video of these steps, click the link below.
https://share.synthesia.io/e43a4980-36dd-4435-b682-db6dac8f8a97
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Video Link: Create a New Contact Type
Instructions
Click Administration > Law Type/Case Type/ Contact Type Setup.
Click on the Contact Types tab at the bottom.
Click ‘Add’ on the top left side of the window.
Enter a name for the new contact type in the “Description” field.
For each contact type, select the appropriate settings.
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Please reach out to us if you need any additional help.
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