Open the Relationships configuration area to maintain the workspace’s shared vocabulary. Changing configuration requires the relevant settings permissions; payment settings have their own access checks.

Touchpoint types

Add or rename types and switch them between active and archived, then save the configuration. Only active types are offered as existing choices when recording a new touchpoint. Archiving a type does not remove historical touchpoints or rewrite their stored type names. The current type editor has no default-direction setting; direction is selected on each touchpoint.

Configure purposes, each with a name, description, active/archive state and selected channels. These purposes become rows in a contact’s consent panel, with a separate preference for each channel.

Archiving a purpose leaves its saved preferences visible as read-only. Removing a channel from a purpose removes that channel from the displayed purpose grid, including its historical state in that grid; it is not a request to erase the contact’s stored consent data. Prefer archiving purposes when you want the old choices to remain visible. Save the configuration after making changes.

See Manage communications consent.

Other configuration

The configuration area also provides contact titles, genders, entity types, connection types, custom fields and payment configuration. Payment methods and bank accounts are configured lists, so the choices shown in payment forms can differ between workspaces. Use connection types to control which relationship labels are offered for each pairing of records.