To customize the drop down lists:

From the Contact Types tab, click Add to add a new Contact Type drop down list or select an existing list, or click Edit to edit an existing Contact Type drop down list. This opens to New Contact Type window.

1. Enter a drop down list Description.

Note: The Description is what displays in the Type column of a Contact.

2. In the General section, select the Contact Type.

3. In the General section, tick the relevant checkboxes.

Note: Tick Special Contact? to prevent the ability to edit of this contact type.

4. Enter a Single Description.

Note: The Single Description is what displays in the New Contact drop down list.

5. In the Visibility section, tick the relevant checkboxes.

Note: If Visible In Main Form Menu? is ticked, Single Description becomes required.

6. In the Accounts section, click Default Purchase Nominal Account to select the default expense account.

7. In the Accounts section, click Default Sales Nominal Account to select the default revenue account.

8. Click OK to save your changes.

From the Content Types tab, click Add to add a new Content Type drop down list or select an existing list, or click Edit to edit an existing Content Type drop down list. This adds a Content Type field.

From the Unit Types tab, click Add to add a new Unit Type drop down list or select an existing list, or click Edit to edit an existing Unit Type drop down list. This adds a Unit Type field.

From the Utility Types tab, click Add to add a new Utility Type drop down list or select an existing list, or click Edit to edit an existing Utility Type drop down list. This adds a Utility Type field.