Set up and use contact categories
Use contact categories to group contacts and filter or organize screens, reports, labels, and letters in Practice CS. You can assign an unlimited number of categories to any contact type.
Contact categories let you group contacts so you can filter and organize screens, reports, labels, and letters.
You can assign contact categories to any contact type, including Firm, Office, Staff, Client, and Standalone contacts, and you can assign an unlimited number of categories to each contact.
note
For former CSP users:
Contact Categories in Practice CS is the equivalent of Selection Codes in Practice Solution.Set up a contact category
- Go to .
- SelectAdd.
- Enter anIDof up to 11 alphanumeric characters.
- Enter aDescriptionof up to 30 characters.
- SelectEnterto save the new contact category.
Add a contact category to a contact
- Open a contact using 1 of the following methods:
- Select theContacttab in Firm Setup, Office Setup, Staff Setup, or Client Setup.
- Go to , select theContactstab, right-click a contact, and selectEdit Contact.
- Select theMorebutton at the end of theCategoriesfield.
- Select the categories you want to assign by moving them from the left pane to the right pane using theSelectbutton.
- SelectOK.
The assigned contact categories appear in the
Categories
field on the Contact
screen.Using contact categories
Use contact categories to group and filter any screen, report, label, or letter that supports grouping or filtering by contact. You can also use contact categories to filter client letters.
