How to Add & Delete Record Types

To add a new Record Type:

  1. Go to Settings > Categories & Record Types.
  2. In the Record Types section, click on the New Record Type button 
  3. Type in the name of the new Record Type.
  4. Click OK to add it.

 

To delete a Record Type:

  1. Go to Settings > Categories & Record Types.
  2. In the Record Types section, hover over the Record Type name.
  3. Click on the Trash Can icon on the right side.
  4. Click Yes to confirm.

 

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