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This article applies to:

  • Product: Practice CS
  • Subject: Setup

Assign a category to a contact

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

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