Categories are attributes created and assigned by you to aid in searches (think of them as keywords for your searches and grouping). In the CRM you will find categories for Contacts, Appointments, Journals, Tasks, and Projects. Each of these areas has its own Categories list, so that you can have entries that just apply to that area.
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 will find technical documentation, MRSware instructions, release notes, and general content to help MRSware users through their day on this page.