Settings are accessed via Relationships → Settings in the sidebar. You need administrator permissions to change them.

Touchpoint types

Touchpoint types define the kinds of interaction that can be recorded against a contact.

Property	Notes
Name	The label shown when logging a touchpoint
Default direction	Inbound, Outbound, or Either — pre-selects the direction when this type is picked
Active	Inactive types do not appear when logging new touchpoints

Communications consent channels

Consent channels define the communications methods you record consent for (e.g. Email, SMS, Postal, Phone).

Property	Notes
Name	The channel label shown on the contact consent panel
Enabled	Disabled channels are hidden from the contact consent panel