Tamago-DB allows administrators to set a default contact type for creating a new contact. There are 3 options to choose from:
- Contact is neither a candidate nor a client (records will be created as a Lead)
- Contact is a candidate
- Contact is a client
Changing Contact Record Types
At the top of contact records there is a dropdown box, where users can choose the contact type. Once a contact type is selected, it will automatically save in the system. The edit record page will then open and mandatory fields need to be updated before saving the record as below.