Custom Type Labels give you more flexibility in how you organize contacts inside AGENTVIEW. By creating labels that match the way you work, you can categorize contacts more accurately and make it easier to identify, filter, and manage different types of relationships within your database.

Open the Type Label Manager

From the Contacts page, click Create Type Label in the upper-right corner of the screen.

   This will open the Type Label window where you can create and manage your custom contact types.

Enter Your Custom Type

In the Type Label window, enter the name of the new contact type you would like to create.

   Choose a clear name that makes it easy to understand how the label should be used when managing your contacts.

Create the Label

After entering the name of your new type, click Create Label.

   The new Type Label will be added to your available contact types and can be selected when creating or updating contacts.

Manage Your Custom Type Labels

Your custom Type Labels are displayed at the bottom of the Type Label window.

   From this area, you can review the custom labels you have created and remove any labels you no longer want to use.

Keeping Your Contact Types Organized

Custom Type Labels are most useful when they reflect the way you actually manage your business.

   Use clear, consistent names and avoid creating multiple labels that serve the same purpose. Keeping your contact types organized makes your database easier to manage and helps you quickly understand each contact’s relationship to your business.