Before we start keep in mind that only users with Office Administrator / Organisation Manager access can create and remove contact types tags.

  1. Once logged into Base, click on the cogwheel top right of the screen

  2. Then select Settings

  3. Select Office on the next screen

  4. Select more and choose to Customize

  5. A new screen will open, select Contacts.

  6. Click on the edit button:

  7. On the tag field, type in the description you wish to add (it can be anything) price ranges, areas, etc. now, select a color and press add:

  8. then click close to exit.

  9. To remove a contact type just press on the trash icon next to the type:

    trash icon

You can now use these tags to group your contacts when adding a new contact simply tag them with the options you created

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