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Setup

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

  1. Go to
    Setup
    Groupings
    Contact Categories
    .
  2. Select
    Add
    .
  3. Enter an
    ID
     of up to 11 alphanumeric characters.
  4. Enter a
    Description
     of up to 30 characters.
  5. Select
    Enter
     to save the new contact category.

Add a contact category to a contact

  1. Open a contact using 1 of the following methods:
    • Select the
      Contact
       tab in Firm Setup, Office Setup, Staff Setup, or Client Setup.
    • Go to
      Actions
      Manage Clients
      , select the
      Contacts
       tab, right-click a contact, and select
      Edit Contact
      .
  2. Select the
    More
     button at the end of the
    Categories
     field.
  3. Select the categories you want to assign by moving them from the left pane to the right pane using the
    Select
     button.
  4. Select
    OK
    .
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.

This article applies to:

  • Product: Practice CS
  • Subject: Setup