We’ve made it easier than ever to organize and recognize your contacts across the vault. Previously, the Contact Type column only reflected roles like Collaborator, Admin, Rep, or Company User. This column has now been renamed to “Role Type.”
To give you more flexibility, we’ve introduced a brand-new “Contact Type” field that lets you categorize contacts by their profession or other identifiers.
Key Details
- Optional field – You don’t need to assign a Contact Type, but doing so will make it easier to organize.
- Predefined list + custom options – Choose from a default list or create your own custom type.
- Visible across the vault – Contact Type is displayed by default wherever a contact appears.
- Available to all creators – Any user who can create or edit a contact can add a Contact Type.
- Enhanced search and filters – Find contacts by Contact Type using filters or the search bar.
- Clearer identification in actions– When collaborators take actions, their type appears next to their name. For example:
- John Smith (Accountant/CPA)
- John Smith (Lawyer)
Did you know?
If you click on the gear icon, you can hide or unhide columns (including the new Contact Type) to customize your view.
Benefits
- Quickly differentiate between contacts with the same name.
- Save time with improved search and filtering options.
- Keep your contact list organized and relevant to your business needs.
- Reduce confusion by displaying a contact’s profession or identifier in notifications and activities.