I’m just interested in gaining some insight into what Copper considers the difference to be between Record Types and Contact Types. The documentation is somewhat confusing in that it refers to either or both somewhat interchangeably without explaining the distinctions.
For instance, on this page (here) it refers to “Contact Management” but doesn’t distinguish between contacts and records.
My assumption is that Contact Type is a sub-set of Record Type that only applies to Person and Company records, and not the other record types correct? It might be helpful to note that boldly somewhere otherwise it can seem like the two names are being used interchangeably.
Best answer by Michelle from CopperView original