Users can set up companies' categories from the Customers table. (Steps 1 - 5)
You can take this one step further and set up contacts' categories from the results of the companies' category. (Steps 6 - 10)
One of the more common usages for this two step process is for setting up contacts to sync with mobile devices using MRSware Sync*.
You can take this one step further and set up contacts' categories from the results of the companies' category. (Steps 6 - 10)
One of the more common usages for this two step process is for setting up contacts to sync with mobile devices using MRSware Sync*.
| Here's how: 1. Click on Customers in the Shortcuts panel or on the Shortcuts toolbar 2. Right-click on a name in the Sales Rep Column and select Filter -> By Selection |  |
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