Default contact type

Policies

Purpose

With the advanced setting default-contact-type, clients can set the default contact type in the policy wizard to individual or organization.

Requirements

This setting requires individual and organization buttons.

Setting default

By default, the setting is set to individual. When a user adds a contact while quoting, the contact type will display as individual. Users will have the option to select organization as the contact type in the policy wizard. 

Change the default

To change the default-contact-type setting:

  1. Navigate to Settings > Advanced.
  2. In the Search for a Setting box, type default-contact-type, and then press Enter/Return on your keyboard or select Search.
  3. Change the setting from individual to organization.

When a user adds a contact while quoting, the contact type will display as organization. Users will have the option to select individual as the contact type in the policy wizard.