Contact Types

Creating a new Contact Type and adding it to a contact.

About This Article

Contact types are a quality-of-life feature of Crescat. You can use these to automatically group and set accreditation levels to contacts. This article will walk you through their creation and show you how to add one to an existing contact.

Content

  1. Locating the Contact Types
  2. Creating a Contact Type
  3. Adding One to A Contact

 

Locating the Contact Types

To start creating Contact Types, open your group Settings and click Contact Types under Performances.

Creating a Contact Type

Once you arrive, click Create in the upper right.

 

Then simply fill out a couple of details and hit Create.

 

Adding One to A Contact

To add your new Contact Type to a contact, navigate to a performance's contact list, select a contact, and switch their Contact Type to the one they need.

For the image above, alterations were made to keep the image shorter for this guide. You'll likely need to scroll down or look lower on the page to find the Contact Types.

 

Please, let us know below if this article helped you understand how to create a Contact Type.

All the best from us at Team Crescat.