Contact Categories

You can create an unlimited number of categories for contacts, customers and suppliers. The same set of categories is used for contacts, customers and suppliers, but you can use prefixes if you need different categories.

For example, categories can be created to identify the type of customer or supplier (e.g. retail or wholesale) or can be specific (e.g. Customer-Hotels, Customer-Lodges, Customer-Bed & Breakfasts, Customer-Backpackers). You can add several categories to a contact, customer or supplier.

💡These tutorials explain how to create, edit, delete and assign the categories shared by contacts, customers and suppliers.

How to Create a Category#

1. Navigate to Edit Categories.
2. Click Add/Edit (button).
3. Click anywhere in the top row where it shows: Click here to add a new row.
4. Code = Enter a descriptive abbreviation for the category (e.g. Ad Agencies).
5. Description = Enter a description for the category (e.g. Advertising Agencies).
6. Click Save (button).

How to Edit a Category#

1. Navigate to Edit Categories.
2. Click Add/Edit (button).
3. Edit the existing data in the rows.
4. Click Save (button).

How to Delete a Category#

1. Navigate to Edit Categories.
2. Click Add/Edit (button).
3. Right-click an entry and select Delete.
4. Confirm the deletion on the popup.

How to Assign Categories#

1. Double-click a contact on the list of contacts.
2. Click Edit (button) on the top row if it is not blue.
3. Click the three dots (…) next to Categories in the header.
4. Use the arrows in the middle to move the categories you want to assign from the Available section to the Selected section.
   • Note: To remove a category, move the category from the Selected section to the Available section.
5. Click Save (button).
   • Note: To discard your changes, close the popup with the X in the corner.