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What is "real world" purpose of setting up " Contact Types " ?


Question

Posted

We went to https://docs.blesta.com/display/user/Company+>+General


And we completely do not understand what the "real world " purpose is for this "Contact types" section .
 

1) - Can you please give an example concerning the benefit(s) of setting up these " Contact Types " found at  Settings - - > General - - > Contact Types

 

2) - And how are we as the "Admin" connected / interactive with them ?


3) - We are under the impression that all the necessary contact are  setup  under the "My Info", "Manage Staff" and "Staff Groups"

4 answers to this question

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Posted

Thanks for the reply Nelsa.

Can you please supply a screenshot of  this "Contact" tab ?

We do not see it .

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Is there something more that we have to activate or setup besides ( "contact types " ) within the Admin panel ?

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Posted

"Billing" contact types are unique in that invoices will be sent to those contact types if any exist, otherwise they are sent to the primary contact (The client). Other types are purely for categorization preferences.

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