Setup firm administration

Setting up contact category groupings

To add a new contact category grouping, follow these steps.
  1. Choose Setup > Groupings > Contact Categories.
  2. Select the
    Add
     button.
  3. Enter an ID for the contact category in the
    ID
     field.
  4. Enter a description for the contact category in the
    Description
     field. There is a limit of 30 characters.
  5. Select
    Enter
     to save your changes.
Categories you create are available in the Contact Info tab in the Firm, Offices, Staff, and Clients setup screens.

This article applies to:

  • Product: DT Practice