Search Practice CS Support Help and Support.

This article applies to:

Set up contact category groupings

To add a new contact category grouping, follow these steps.

Go to

Setup
Groupings
Contact Categories

Select Add
.

Enter an ID for the contact category in the ID
field.

Enter a description for the contact category in the Description
. There is a limit of 30 characters.

Select Enter
to save your changes.

note

Categories you create are available in the Contact Info
tab in the

Firm

Offices

Staff

, and

Clients

screens.

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