Practice CS
To add a new contact category grouping, follow these steps.
- Choose Setup > Groupings > Contact Categories.
- Click the Add button.
- Enter an ID for the contact category in the ID field.
- Enter a description for the contact category in the Description field. There is a limit of 30 characters.
- Click Enter to save your changes.
Categories you create are available in the Contact Info tab in the Firm, Offices, Staff, and Clients setup screens.
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