In the general settings for contacts, you can define, among other things, the positions of contact persons and whether certain data fields are mandatory.
Permissions: Admin
PSA plans: All
Positions
If you want to define positions for contact persons (for example, marketing manager, CEO, sales manager), you can define the selectable positions here.
Required fields for contacts
Define with the toggles, which fields on the contact person card are mandatory to fill in.
Contact relation settings
Enable this setting if a relationship can only be added for a contact person within the company structure. If the setting is not enabled, relationships can be added for contact persons to any accounts.