Mogul
  • Welcome ๐Ÿ‘‹
  • Getting Started
    • Getting Started ๐Ÿ˜
    • Changelog
  • Features
    • ๐Ÿ”’End to End Encryption
    • ๐Ÿ“ฒiOS App
    • ๐Ÿ‘จโ€๐Ÿ‘งโ€๐Ÿ‘ฆ Groups
    • ๐Ÿ””Reminders
    • ๐ŸŽฏKeep in Touch Goals
    • ๐Ÿ’พCSV Importing
    • ๐Ÿ“ฑiOS Contact Importing
    • ๐Ÿ‘จโ€๐Ÿ‘งโ€๐Ÿ‘ฆ Google Contact Importing
    • ๐Ÿ˜ŽCustom Fields for People
    • ๐ŸคCustom Interaction Types
    • ๐ŸŽˆBirthdays & Important Dates
    • ๐ŸงฉCustom Table Columns
    • ๐Ÿ› ๏ธMerge & Fix
    • ๐Ÿ“€Data Export
    • ๐Ÿ“ˆMixpanel Tracking
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  1. Features

Custom Interaction Types

Customize Mogul by adding custom interaction types, making it yours.

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Last updated 4 years ago

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The Custom Interaction Type Editor

By default, Mogul has a few set interaction types such as "Phone Call", "In Person Meeting" to help you categorize your interactions. Very similar to the custom fields editor for people, the custom interaction type editor lets you modify/add interaction types to Mogul.

You can access the editor by clicking the "Customize options" button when selecting an interaction type or via the settings page by clicking the "".

You have the ability to modify existing types as well as add new ones through the editor.

๐Ÿค
Customize Interaction Types
Get to the interaction editor via the interaction type selector
Interaction Type Editor