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
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 enter a name in the New Contact Type field and add an optional accreditation level, click 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.
If you have many contact fields, you may have to scroll down a bit to get to 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.