CRM Settings

WebWorkstation

CRM Settings control default contact-detail types and whether contact records are organized primarily as people or companies.

Open this page from Admin > ZynoCRM > Settings.

ZynoCRM Settings centralizes the default contact-detail types and the person-first or company-first profile layout.

Settings

Setting	What it controls
Default Phone Type	The default type selected when adding a phone number
Default Email Type	The default type selected when adding an email address
Default Address Type	The default type selected when adding an address
Primary Contact Type	Whether ZynoCRM records are person-first or company-first
Show company name in ZynoCRM contact list	Whether company appears in the Customers & Contacts list for person-first CRM

Phone type options are Home, Work, Cell, and Fax. Email and address type options are Home and Work.

Person-First vs Company-First

Primary Contact Type	Effect
Person	Contact records start with first name and last name; company is optional
Company	Contact records start with company and display name; primary contact fields appear below

When Company is selected, Show company name in ZynoCRM contact list is turned on and cannot be cleared from this screen.

Save Changes

1. Update the settings.
2. Select Save Settings.

Saved changes affect new editing sessions and the contact list layout. They do not remove existing contact data.

Related

• Creating Contacts
• Contact List
• Editing Contacts