Follow the instructions below to create a new Category:
- Click on Companies or Contacts in the Shortcut panel. (The instructions are the same for Calendar, Task or Journal). The Companies/Contact list will open.
- Double-click on a Company to open the Company card
- Click on the Categories tab.
- Right-click in the open space and select Edit Categories. The Input dialog box will open.
- Click "New"
- Type in the name of your new category (in the example "T::Contractor") and then click Ok.
- Click "Ok"
- Click "Close"
Your new category will appear in all future Companies/Contacts Categories tabs.
Next step is to Assigning the Category