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Accessing Contact Categories screen

From main menu:

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title	Example Contact Categories

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Info
Categories can be setup and assigned to contacts to allow them to be subscribed to relevant mailings and events - click here for more information: Storing contact categories, mailings & employment information and subscribing a contact to a list

From the Setup Contact Categories screen: Image Modified 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
Name	Enter the name of the category
Type	Select the category type this option will be shown in, default options are: Image Modified
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

From the Setup Contact Categories screen:

Select a category type on the left-hand side
(in this example, category types are Interest & Nationality)
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Change the category order

Click Move up or Move down to move the selected category type

Set a section to auto-expand

When ticked, the selected category type will be automatically expanded when viewing the categories in the contact screen

Useful to apply to the categories that will be used most often

Note
If you have any issues using the self-service configuration screens, contact Reapit Support