How to Define Categories

The Category field is used to identify the “high level industry classification” for a company/contact record.  An unlimited number of Categories can be set up to help in organizing contacts. The difference between a “Category” and a “Contact Group” is that a contact can be assigned to just one Category, but can be assigned to several Contact Groups. For that reason, we suggest using Category as an upper-level organizational tool, and Contact Groups as sub-groupings to Categories.

To access Categories screen, select menu option Management → Site Setup → Website Setup.

Note: For newer sites there will not be a “Management” tab. Instead you will find Website Setup under the person icon in the upper right hand corner of your screen.

Under the Contact Management section click Categories. A list of existing customer/contact categories is displayed.

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• To Add a New Category, click New and enter the Category Name.
• To Edit an existing category, double click the category.
• To Delete existing category, select the category and click the red X. While deleting application will prompt to confirm delete action.

Click Save after modifications.