Portal Settings Contacts
Step by step process on “How to set contact types and legend details” in Zsuite, Quick and Easy with this video.
Add Record Type:
For adding up a new record, click on the Add Record Type tab present on the left side of the window.
For adding up a new record, click on the New Record Type tab present on the right side of the window.
Give the new record type name and click on the Add button present below.
Set Legends:
Herewith this option, we can set the preferred color to the records we wanted. Click on the Set Legends tab present on the left side of the window.
Click on the color box of the respective record type of which we would like to change the color. Select the required color and click on the Save button present at the bottom of the window.
