Setup (General)
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This article applies to:

  • Product: DT Practice

Assigning a category to a contact

To assign a category to a contact, follow these steps.
  1. From the Setup menu, choose Firm, Offices, Staff, or Clients.
  2. Go to the Contact Info tab.
  3. For the selected contact, select the
    Edit
     button.
  4. Go to the Contact Info tab.
  5. Select the More Ellipse button next to the
    Categories
     field.
  6. In the
    Categories
     dialog, select a category from the left pane and then the
    Select
     button. Or, use the
    Select All
     button to select all of the categories at once.
  7. Select
    OK
    .
  8. Select
    Enter
     to save the contact information.
The categories that you selected now appear in the
Categories
 field.