Categories are a great way to tag, locate and group the contact records in your database.
Adding a Category
Go to Contacts > Value Lists > Categories > Add new record
Assigning a Category to a contact
- Go to Contacts > Click the 'pencil' icon to edit your chosen contact record
- Click on the Categories & Interests tab
- Type in category, or choose to show all to add multiple categories at once.
Where will they show?
Once you've assigned a category to a contact record, they will appear in the Lists and Categories tab in the preview pane when you first click on the contact record.