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This article provides advice on how to add or edit contact categories on AgencyCloud using the Setup Contact Categories screen
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From version 12.145+, a key contact can request access to the Setup Contact Categories screen by contacting Reapit Support, click here to request this |
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Before making changes to AgencyCloud configuration, the relevant guidance provided on in this page section should be read thoroughly - any changes made to configuration that causes an impact the on operation of AgencyCloud may incur a charge to rectify |
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Access Contact Categories screen
From main menu:
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Example Contact Categories |
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Categories can be setup and assigned to contacts to allow them to be subscribed to relevant mailings and events - click here for more information see Knowledge Base guide: Storing contact categories, mailings & employment information and subscribing a contact to a list |
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Add/
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edit a category
From the Setup Contact Categories screen:  To add a new contact category:
To edit an existing contact category:
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 |
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Change the category order & setting a category to auto-expand
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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How to add or edit contact categories on AgencyCloud using the Setup Contact Categories screen |
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