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Assign a category to a contact

To assign a category to a contact, follow these steps.

From the Setup
menu, select Firm
, Offices
, Staff
, or Clients
.

Go to the Contact Info
tab.

For the selected contact, select Edit
.

Go to the Contact Info
tab.

Select More

next to the Categories
field.

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.

Select OK
.

Select Enter
to save the contact information.

The categories that you selected now appear in the Categories
field.

This article applies to:

Product: Practice CS
Subject: Setup