Create and Manage Contact Settings

To create and manage contact settings, including adding record types and setting contact legends, follow the instructions by expanding the headings below.

  1. On the main menu, click Settings. The Portal Settings page opens.

  2. Click the Contacts tab, then click Add Record Type on the left.

  3. Click New Record Type.

  4. Enter a Record Type, for example Customer or Employee.

  5. Click Add.

    Add New Record Type page showing record type input field.

  1. On the main menu, click Settings. The Portal Settings page opens.

  2. Click the Contacts tab, then click Set Legends on the left.

  3. Click the color preview next to the respective record type to open the color picker.

    Set Legends page showing record types with color settings.

  4. Enter the RGB color code, use the eyedropper icon to select a color on screen, click within the color box, or slide the dot on the color spectrum to select a preferred color.

    Legends page showing color picker with RGB input for record types.

  5. Click Save.

To set the contact legend for maps, navigate to the VRI tab, and modify the map lists and/or weather layer colors.