Swivel comes pre-configured with the following Contact Types:

Individual
Company

🔍 Tip: If you work with Trusts, depending on how you want the information displayed, we recommend the below options:

Option 1: Use the Individual Contact Type and add a Trust Contact Category. That way the Trust can be associated, also be a product owner, and can become a member of the household to show the trust products on the Swivel summary.

Option 2: Create a Trust Contact Type and a Trust Contact Category*. This way, the Trust can have a primary and secondary contact and Members. In this use case, the Trust can still be assigned as a Product Owner, but they will have a separate Swivel Summary not tied to the contacts or members.

*If you like the option of pulling reports on the type of trust (ex: Special Needs Trust, Revocable Trust, etc.), instead of using the broad Trust Contact Category you may want to create more specific Contact Categories.

Add Contact Type

Swivel give you two options for adding Contact Types: directly from the +New Contact button and/or from the Data Setup page within Settings.

Add Contact Type from the +New Contact Button

Navigate to your contacts > click the +New Contact button
Select the +Create Contact Type option on the drop-down
Complete New Contact Type form pop-up window.
1. Name
2. Contact Intent
  1. Unspecified: default option
  2. Individual: this contact is a person that you will likely have demographic information on such as address, phone number, email, etc.
  3. Organization: this contact is not an individual but rather an entity such as a Company, Trust, etc.
3. Description
4. Position (display order)
5. Allow Name Details (Must enable in order to add SSN, Legal Name, DOB, Medicare Number, etc.)
6. Allow Primary & Secondary Contacts (This should be reserved for Trusts, Committees, Companies and Organizations.)
7. Allow Members (If selected, this will allow you to link contacts as members and display on the record. This should be reserved for Trusts, Committees, Companies and Organizations.)
8. Rollup Member Data (If selected, notes and products for this contact will also display when you View Associations.)
9. Association Only (Do Not Enable, feature coming soon!)
10. Manage Custom Fields (Use to create a custom field)
Click Save button

Important: The +Create Contact Type button is only available on the Contacts tab and does not display if you select the Leads or Clients tabs on the main navigation menu.

Add Contact Type from Data Setup

Navigate to Settings and select Data Setup > click Contact Types
Select the +New button
Complete New Contact Type form pop-up window.
1. Name
2. Contact Intent
  1. Unspecified: default option
  2. Individual: this contact is a person that you will likely have demographic information on such as address, phone number, email, etc.
  3. Organization: this contact is not an individual but rather an entity such as a Company, Trust, etc.
3. Description
4. Position (display order)
5. Allow Name Details (Must enable in order to add SSN, Legal Name, DOB, Medicare Number, etc.)
6. Allow Primary & Secondary Contacts (This should be reserved for Trusts, Committees, Companies and Organizations.)
7. Allow Members (If selected, this will allow you to link contacts as members and display on the record. This should be reserved for Trusts, Committees, Companies and Organizations.)
8. Rollup Member Data (If selected, notes and products for this contact will also display when you View Associations.)
9. Association Only (Do Not Enable, feature coming soon!)
10. Manage Custom Fields (Use to create a custom field)
Click Save button

Manage Contact Types

Edit Contact Type from Data Setup

Navigate to Settings and select Data Setup > click Contact Types
Click the Action Menu/ Ellipsis for the Contact Type you wish to edit, > click Edit.
Complete the Edit Contact Type form
Once complete, > click Save button.

Edit Contact Types from the +New Contact Form

Navigate to your contacts > click the +New Contact button
Click the Edit iconnext to the Contact Type you wish to edit.
Complete the Edit Contact Type form
Once complete, > click Save button.

🔍 Tip: Edit the Contact Type to add and manage the Custom Fields unique to specific Contact Types.

Merge Contact Types from Data Setup

🔍 Tip: The Merge function is only available from Data Setup.

Navigate to Settings and select Data Setup > click Contact Types
Click the Merge button
Complete the Merge Contact Types form
1. Merge From (the Contact Type you wish to remove or merge)
2. Merge to (the Contact Type you wish to keep)
3. Remove original Contact Type after Merge (default to yes, recommended)
Once complete, > click Merge button.

IMPORTANT! Please use extreme caution when using Merge. Objects merged cannot be unmerged.

Document Types 📁

🙋 How do Contacts work in Swivel?

Data Setup

Add and Manage Contact Categories

Custom Fields

Add and Manage Contact Types