Definitions: Contact Categories

Contact category definitions determine the category options for Contacts. Changes affect all current contact records. The category at the top of the list is the default.

  1. In the Main Menu, click Setup, Definitions, then select Contact Categories.
  2. Click Add to add a new category, or double-click a category to edit.
  3. Name: Enter the name of the contact category.
  4. Click OK to save.

Reorder Categories

On the main Definitions window, highlight a contact category, then click the up/down arrows.

Hide a Category

Hiding a commlog type means it will no longer be visible as a selection option.

To show a hidden contact category, uncheck the Hidden box on the Edit Definition window.