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Manage Contact Types

Contact Types are short labels you assign to client contacts to describe their role in the relationship — for example, Primary, Billing, Site Contact, or Executive. They appear as a dropdown when adding or editing a contact and help your team quickly identify who to reach out to for a given purpose.

Managing Contact Types

Navigate to Settings → Contact Types to view, add, edit, or remove types.

Each contact type has one field:

  • Description (required, up to 20 characters) — The label that appears in the Contact Type dropdown on contact records.



Contact Types allow you to categorize your client contacts for easier searching.

Adding a New Type

  1. Go to Settings → Contact Types.
  2. Click Create New.
  3. Enter a Description.
  4. Click Save.

The new type is immediately available in the Contact Type dropdown when adding or editing a client contact.

Editing a Type

  1. Click the pencil icon next to the type.
  2. Update the description.
  3. Click Save.

The updated label reflects everywhere the type is displayed, including existing contact records.

Deleting a Type

Click the delete icon next to a type and confirm on the following page. If the type is currently assigned to any contact, Kudurru will block the deletion. Reassign or clear those contacts first, then delete.

Keep the list short and consistent. A handful of well-defined types (Primary, Billing, Technical, Site) is more useful than a long list of overlapping options.

Agree on types as a team before adding contacts. Inconsistent typing (some contacts labeled Main, others Primary) makes filtering and reporting less reliable.