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Setting a default type for email, phone, or address fields

Learn how to set a default type for email, phone, or address fields:
  • Mouse over "Settings" in the navigation bar and select "Custom fields" in the menu.
  • Please note: only admins can set default types and edit custom fields. If you don't see that option, you'll need to contact an admin on your account.
  • Next, select either "Contacts" or "Companies," depending on where you'd like to set the default type.
  • Mouse over the desired field, email, phone, or address, and select the “Edit field settings” link that appears.
  • In the dialog that opens, select the desired default. Be sure to save changes!
  • If necessary, repeat for additional fields or for the other record type.
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Keywords:
Email, phone, address, work, personal, home, mobile
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