Contact categories overview

Use contact categories to filter your client contacts for a variety of purposes. For example, you can send a monthly newsletter to some contacts, mail holiday cards to others, or sort your contacts for other reasons. Create any contact category you need and assign an unlimited number of categories to each contact.
The categories you add in this screen are available for selection on the
Contact Info
tab of the
Firm
,
Offices
,
Staff
, and
Clients setup
screens.
note
The
Contact Categories
screen is a user-defined terminology screen. Your firm may refer to it by a different name. You can view the default names for user-defined items by selecting
Help
Enable Default Terminology
(or by pressing CTRL+Shift+H).
For an overview of groupings and strategies for implementing them, refer to Set up grouping.