New UI round-up: v12.164

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

As part of the new user interface (UI) project, in 12.164 the following screen has been redesigned to bring it in line with previously redesigned screens

Setup contact categories

The setup contact categories screen now uses the new UI format

  • Click your name/office at the top of the main menu

  • Click Configuration and select Setup Contact Categories

  • The Setup Contact Categories screen uses the new UI format

The setup contact categories screen is one of several configuration areas within AgencyCloud where access can be given to authorised users - for more information on using this screen, see this guide:

For more information on further configuration areas within AgencyCloud where access can be given to authorised users, see this page:

For more information on using contact categories, click here: