Maintaining Categories
Video Tutorial
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 a certain business or mailing category or people that belong to a certain geographic area. The tutorial below will explain how to create categories that can then be assigned to your contact records.
To edit the Categories to your requirements, click Administration, then click Maintain Lists, this will open the Maintain Lists dialogue, to maintain the Categories, click the tab labeled Categories.
To add a new Category click Add, this will open a new window where you can type in the name of your new Category. Once done click OK where it will save your new Category.
To delete a Category click Delete, which will open a message box to comfirm the deletion, click Yes.
To edit the name click ... button, this will open a box where you can edit the name. Click OK after editing to save the changes.
Add Contacts to Category
- Select a Contact.
- Click Edit in the Contact Details box.
- Select the Categories tab.
- Tick the box next the categories you wish to assign.
- Click Save