Page Comparison

From main menu:

• Click user name/office top left of main menu

• Select Configuration and click Setup Contact Categories

  

• The Setup Contact Categories screen will be displayed

Example Contact Categories

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)
Note: once saved, this cannot be changed!

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

From the Setup Contact Categories screen:

• Select a category type on the left-hand side
  (in this For example, category types are could be 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