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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.

Add or Edit Categories

  1. Click Setup, Definitions, then select Contact Categories.



  1. Click Add to add a new category, or double-click a category to edit.



  1. Name: Enter the name of the contact category.
  2. 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.

  • On the main Definitions window, highlight the contact category, then click Hide.
  • On the Edit Definition window, check the Hidden box.

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

 

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