This guide has been reviewed against our global client base and classed as relevant to all regions
The Setup Contact Categories screen is used by Reapit Service teams to create/edit contact category options used in AgencyCloud
An authorised user or user group can be given access to this screen to allow maintenance to be carried out on these options without contacting Reapit Support
A key contact can request access to the Setup Contact Categories screen by contacting Reapit Support, click here to request this
For information on how to use the Setup Contact Categories screen, click here
(before making changes to AgencyCloud configuration, the guidance provided on this page should be read thoroughly)