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This guide has been reviewed against our global client base and classed as relevant to all regions

This article provides advice on how to add or edit contact categories on AgencyCloud using the Setup Contact Categories screen

This guide covers:

From AgencyCloud 12.145+, a key contact can request access to the Setup Contact Categories screen by contacting Reapit Support, click here to request this

Before making changes to AgencyCloud configuration, the guidance provided on this page should be read thoroughly - any changes made to configuration that impact the operation of AgencyCloud may incur a charge to rectify

Accessing Contact Categories screen

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

Categories can be setup and assigned to contacts to allow them to be subscribed to relevant mailings and events - click here for more information: Storing contact categories, mailings & employment information and subscribing a contact to a list

Adding/editing a category

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

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

Changing the category order & setting a category to auto-expand

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

If you have any issues using the self-service configuration screens, contact Reapit Support


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