Maintain Categories

Sometimes, it is easier to find what you want when you can narrow down the search. Assigning contacts to categories can help make it easier to find someone that specialises in plumbing or people that belong to a certain geographic area. The tutorial below will explain how to create categories and assign contacts to your categories.

1. From the menu, select Administration > Maintain Contact Lists.
2. Click the Categories tab.
3. At the bottom of this list, there is a insert box.
4. Type in a name for the category.
5. Click Insert.

That's creating a category complete. Now you need to add contacts to it.

1. From the menu, select CRM > Find a contact.
2. Select a contact.
3. In the Contact Details, click Edit Details.
4. Select the Categories tab.
5. Select the categories you want to add the contact to.
6. Click Save.

Maintain Categories Screenshots: