Contact Type
The Contact Type is under PageLightPrime settings.
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Clicking on Contact Type opens the below page.
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The page shows the existing contact types. To create a new contact type, click on the ‘Add’ button.
Enter the contact type and click ‘Save’.
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Note that these contact types are listed next to the Client Name in the Contact Page.
The Clients associated with a matter are represented by an encircle C icon as shown below.
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Those contacts which are created through intake forms are assigned the ‘Lead’ contact type.
While creating a new Contact or a Company, the types created in the Contact Type settings are listed in the drop down.
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