Click the Categories and Contact Types button to see sub-tabs for Contact Types and Categories.
A Category is a keyword or phrase that helps you easily find, sort, filter, or group Contacts. Contact Types are Lists of Contacts created by the firm rather than by users for the purpose of easily finding Contacts by their role.
Both can be seen on the Contact Overview page. Contact types are displayed as grey chips, and Categories are blue chips. In the example below, 'Alumni' is the Contact Type, and 'New Category' is the Category for John Smithley.
You will see a list of Categories the contact is associated with. Click Contact Types to view the list of Contact Types the contact is associated with.
- To refresh the list, click the sync
button next to Categories and Contact Types header.
Updating Categories and Contact Types
To update Categories or Contact Types that a contact is associated with, click on the + to Categories and Contact Types button .
- Use the Search field to locate the Category or Contact Type.
- Selecting more than one is an option.
Choices are presented that adjust dynamically.
- After adjustments are made, click Save and Finish.