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Dimension CRM Support

Where do I go to change the default Contact types?

Relationship Types let you setup different categories of contacts you have in your database. Dimension CRM comes standard with the following Relationship Types

Customers

Leads

Suppliers

Affiliates

Agents

You can delete these and create your own if you like. 

You need to be an administrator to perform this task. 

Click on the Settings Tab and then click on the Contact Settings Sub Menu. 

Then click on the Manage Types Tab.

You can then click on the Pencil Icon to edit or the Red cross to delete an existing relationship type. You can also create new Types using the form on the right hand side.