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From the Setup Contact Categories screen:

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

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

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Note

Need more assistance? No problem! Just log a ticket on the Reapit Service Desk Portal at https://reapitsupport.refined.site/ and a member of our Support Team will be happy to help

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How to add or edit contact categories on AgencyCloud using the Setup Contact Categories screen

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