To assign a category to a contact, follow these steps.
- From the Setup menu, choose Firm, Offices, Staff, or Clients.
- Click the Contact Info tab.
- For the selected contact, click the Edit button.
- Click the Contact Info tab.
- Click the More button next to the Categories field.
- 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.
- Click OK.
- 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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