Page Comparison

From the Setup Contact Categories screen:

To add a new contact category:

• Click the Add button
  This action clears the right side of the screen, ready to add a new category

To edit an existing contact category:

• Select the category on the left

• Make changes on the right

• Click Save

The following settings are available:

Code

Enter a unique code for this category, see example above. (This can not be changed once saved)

Name

Enter the name of the category

Type

Select the category type this option will be shown in, default options are:

Scope

If the category needs to be made exclusive to one/more offices, select office name(s) here - if not, leave set to All Offices

Display

Show by default - when ticked will display the option in the category list

Unticking this option removes the option from the list
This should only be done when the category is no longer needed