How to Create a FlexPoint Contact Type - ConnectWise

If you need to add more portal users but don't want these contacts automatically receiving invoices, you can add a Contact to the company with the type "FlexPoint":

 

Steps to Add FlexPoint Contact Type

1. Navigate to System
2. Click "Setup Tables"
   
   

 

3. Click the dropdown under "Category" and select "Contacts" 

4.  Select "Contact Type" 

5. Click the "+" sign to add FlexPoint

6. Navigate to the applicable contact and add "FlexPoint" under contact type

Frequently Asked Questions

Question	Answer
What is the use-case for adding a "FlexPoint" contact type?	If you want to give an individual access to the client portal (known as a portal user) but do not want them to receive email notifications.
Under company finance in ConnectWise, I have an individual that is listed as a CC contact. What happens if I give them the "FlexPoint" contact type?	In this case, the "FlexPoint" contact type will not result in any changes in FlexPoint. Those listed as a CC contacts are automatically added as both a bill-to contact and portal user in FlexPoint.
How does FlexPoint manage email contacts from ConnectWise?	Click here to learn more!