Path: Organization > Lookups
Types are used to categorize or group items to enhance the search, sort, and reporting capabilities. The Type field is usually required in the associated record. Therefore, a minimum number of types must be defined before setting up most records.
The use of easily recognized categories specific to your organization is vital to setting up types. The tree list in the left pane identifies general types.
The names of types are sensitive to any custom text you selected in Admin > Text Management. If you have changed your nomenclature, it is reflected in the Types windows.