How do I change the company types in CRM?

Every company in CRM can have one or more types, such as Publisher or Record Label. Contacts take the types of the company they're linked to.

To change the list of types, go to Settings → CRM (under Tags):

  • To add a type, type its name under New company type and click Add.
  • To rename or delete a type, click Edit or Remove next to it.

A type that a company uses can't be renamed or removed, and the list shows how many companies use it. Take the type off those companies first.

To give a company a type, open it in CRM and pick one under Types. To see all companies or contacts of one type, use the Type filter in CRM.

On PITTO Pro with two Macs, both Macs share the same list.