Configuring the Client Contacts widget

Certain contacts appear in the Client Contacts Widget, but how does the system determine which contacts to show? This topic describes how to configure which contacts are displayed on the Workspace Landing Page widget.

To configure the Client Contacts widget:

1. Go to System Admin > Lookups.
2. Search for a lookup group of ContactTypeOtherInfo, and click (Open).
   The Lookup Details form opens with the contact type you selected.
3. Select the option Show in Client Contact Widget.
4. Click Save.