Maintain Contact Types
How to Maintain Contact Types in Muhasib ERP
Overview
This guide will help you create or update reusable classifications for contact information.
The type becomes available to dependent contact-entry workflows. Deletion is blocked when source dependency checks find use.
Who can do this
You need access to Contact Type plus Add, Update, or Delete for the intended action.
Before you start
Agree on a short, non-duplicative naming convention and identify existing party records that use the type.
Before saving, check that the correct company is open and that you have permission to complete this task.
Where to find it
Back Office → Essentials Setup → Manage Contact Types.
Maintain Contact Types
Step 1: Choose New Record or select an existing type
Step 2: Enter a clean Short Description and applicable long description
Enter a clean Short Description and needed long description.
Step 3: Choose Save for a new type or Update for a change
Step 4: For approved removal, select the exact type and choose Delete
Step 5: Stop if Muhasib reports the type is in use
Check your work
Reopen the record and confirm it appears correctly in a controlled party/contact workflow.
Take a moment to check your work before closing the window. This small check can save time later.
If something goes wrong
- Do not create near-duplicate names to bypass a visibility problem.
- Reclassify dependencies through supported forms before any approved removal.