{"type":"video","version":"1.0","html":"<iframe src=\"https://www.loom.com/embed/627294d6a8934fb3886dc11649967361\" frameborder=\"0\" width=\"1920\" height=\"1440\" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>","height":1440,"width":1920,"provider_name":"Loom","provider_url":"https://www.loom.com","thumbnail_height":1440,"thumbnail_width":1920,"thumbnail_url":"https://cdn.loom.com/sessions/thumbnails/627294d6a8934fb3886dc11649967361-3017aafb4ec93331.gif","duration":209.1,"title":"How to Set Up Custom Client Types","description":"This Loom explains how to set up custom client types in Jack for grouping and reporting. It shows where to find client types under Settings, Data and System, Data setup, client types, including the three preloaded options: individual, partnership, and company. You can add new types using plus client type, edit names so changes update across existing records, archive types using the trash bin so they are removed from the active list but remain available in the archive, and reorder them via drag and drop. The Loom then demonstrates applying an updated client type to a contact and saving, so the lead is linked accordingly."}