How do I add a new contact role?

Contact roles are how you classify external parties: customer, supplier, broker, property owner, client, maintenance company. The system ships with ready-made roles, and you add whatever suits your business.

Steps

1. Open General Settings → Contact Roles — image 1.
2. Review the existing roles first; enabling a new module adds its own automatically ("property owner" with Property Rental, "client" and "opponent" with Legal).
3. To add one, enter the Arabic name, the English name and the code (lowercase English with underscores), then save.
4. The role appears immediately in the contact form for you to tick.

Notes

• Do not add a role merely for internal classification; the role changes where the contact appears in the system's lists. For plain classification use a custom field instead.
• Do not delete a role in use; contacts tied to it lose their place in the lists that depend on it.
• Roles that ship with modules are referenced by those modules by name, so renaming them is safe but deleting them is not.
• A single contact carries more than one role, so there is no need for a combined role like "customer and supplier".