Contact categories - how to add & edit
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 using the Setup Contact Categories screen
This guide covers:
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
Before making changes to configuration, the relevant guidance provided in this section should be read thoroughly - any changes made to configuration that causes an impact on operation may incur a charge to rectify
Access Contact Categories screen
From main menu:
|
Example Contact Categories |  |
Add/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 |
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 |
Change the category order & setting a category to auto-expand
From the Setup Contact Categories screen:
| |
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 |