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From the Setup Contact Categories screen:
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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 |
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If you have any issues using the self-service configuration screens, contact Reapit Support |
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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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