Contact Roles

In this screen you can update, create and manage all contact roles in your system

Every time you enter in a contact in the system they will need to have a role.
By default we have provided you a list of roles which are most commonly used.
However you can have the freedom to change this.

What are Contact Roles?

Contact Roles define the relationship between a contact and your workspace — for example, Owner, Trainer, Veterinarian, Farrier, or Agent. Every contact you add to EPONA can be assigned a role, making it easy to understand at a glance who that person is and how they fit into your operation.

Roles are workspace-scoped, so you create exactly the roles your team uses — no more, no less.

Where does it appear?

Add/edit contact — the Role field on the contact form
Contact list — filter contacts by role to quickly find all owners, all vets, etc.
Communications — role-based filtering can help target the right contacts when sending notifications
(Future) Reports — break down financial and operational data by contact role

How to manage Contact Roles

Add a role

Go to Settings → Category Management → Contact Roles.
Type the role name in the Category Name field.
Click + Add Category.

Set a default

Toggle the Default switch on the role that should pre-fill when adding a new contact. Only one role can be the default at a time.

Reorder roles

Drag the ⠿ handle to reorder. The order here determines the order in the contact form dropdown.

Edit a role name

Click the pencil icon, update the name, and save. Existing contacts assigned that role are updated automatically.

Archive a role

Click the archive icon to retire a role. It won't appear in dropdowns for new contacts but remains on existing records. Use Show archived to restore it if needed.

Tips

💡 Think about how you'll filter, not just how you'll label. Roles you create become filter options on your Contact list. A role like "Service Provider" is less useful for filtering than "Farrier" or "Veterinarian".

💡 One contact, one primary role. EPONA assigns one role per contact. If a person wears multiple hats, choose the role that best describes their primary relationship to your workspace.