Managing Email and Phone Types
VenueOps allows you to assign types to email addresses and phone numbers of accounts and contacts. System admins can set up these types as they like. To update the lists of types:
- Click your name in the upper-left corner.
- Click System Admin.
- Click list Misc.
- Click either Email Types or Phone Types.
- Emails and phones have separate types for accounts and contacts. Click the edit pencil icon for the list you want to edit to open its slider.
- In the slider, you can:
- Edit the name of an existing type.
- Click + Add Email Type or + Add Phone Type to create a new type.
- Click the delete trash icon to remove a type.
- When you're done updating the types, click Save.