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This article applies to:

  • Product: Digita Practice Advanced

Setting up contact category groupings

To add a new contact category grouping, follow these steps.
  1. Choose Setup > Groupings > Contact Categories.
  2. Click 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. Click Enter to save your changes.
Categories you create are available in the Contact Info tab in the Firm, Offices, Staff, and Clients setup screens.