Setup (general)

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. Click the Contact Info tab.
  3. For the selected contact, click the Edit button.
  4. Click the Contact Info tab.
  5. Click the More button next to the
    Categories
     field.
  6. In the Categories dialog, select a category from the left pane and click the Select button. Or, click the Select All button to select all of the categories at once.
  7. Click OK.
  8. Click Enter to save the contact information.
The categories that you selected now appear in the
Categories
 field.

This article applies to:

  • Product: Digita Practice Advanced