Custom Contact Classes

How Can Staff Create Their Own Private Custom ClassesUpdated 2026-08-10This article will cover creating staff creating private custom classes in Reapit Sales.

How to Create a Custom Class GroupUpdated 2026-08-10This article runs through how to create a custom class group in Reapit Sales. Note: Master Users Only

Log a Phone CallUpdated 2026-06-22This article runs through how to log a phone call within a contact in Reapit Sales.

Managing Custom Classes as a Master UserUpdated 2026-08-10This article provides a comprehensive guide to creating, editing, and deleting Custom Classes, which enables you to organise your contacts into additional categories. These Custom Classes can be established at an office level by Master Users or by Individual Users with the appropriate permissions. Note: This tutorial is intended for users with the relevant permissions. Users with access levels that allow for the creation of custom classes can click here to learn how to create custom classes. Master Users have the ability to create Custom Classes within their system, which can either be shared with all staff members or viewed exclusively by individual staff members. The processes in this article include: How to Create a Custom Class How to Edit or Rename a Custom Class How to Delete a Custom Class Custom Class Permissions Custom Class Reporting