Bitrix24 Community

Support » Forum » CRM » Change Default Contact Information type
Pages: 1
RSS
Change Default Contact Information type
Hello,
first of all, thank you for a nice business tool.

I hope someone can help us. At the moment we are struggling in deal page, when needed to choose client. Our main client is Person, not company. Is it possible to change primary client type form Company to Contact? And how?

With best regards
Jonas Burneika
Hello, Jonas! To change primary client type form Company to Contact, you should change type of the Client in the "Client information" section of your Deal. Take a look at the screenshot attached herewith.

Best Regards,

Nick
Hi, Nick, thank you for your time. I want to change it permanently. We need to have default client type: Person. But now it is always Company. I hope you understand my question.

with best regards
Jonas
Jonas, to make a permanent change of the type, you will have to contact a Bitrix24 Partner, since it will require customization.
This is something that they should be able to help you out in an expedient fashion - please find one near you or your locality at this link: https://www.bitrix24.com/partners/

Regards,

Nick
Pages: 1
2,000,000+
organizations
are already using Bitrix24