Assigning a category to a contact

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To assign a category to a contact, follow these steps.

  1. From the Setup menu, choose Firm, Offices, Staff, or Clients.
  2. Click the Contact Info tab.
  3. For the selected contact, click the Edit button.
  4. Click the Contact Info tab.
  5. Click the More More button button next to the Categories field.
  6. In the Categories dialog, select a category from the left pane and click the Select button. Or, click the Select All button to select all of the categories at once.
  7. Click OK.
  8. Click Enter to save the contact information.

The categories that you selected now appear in the Categories field.

Related topic: Contact categories overview

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