Creating Categories

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. 
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Here's how to create a new Category:

1 - Go to Administration on the Menu bar or list - desktop
OR
​1 - Go to Administration on the Menu list - mobile

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2 - Click or tap "Contact Categories"

3 - Click or tap the "Plus" sign

                                                                                    

The Contact Categories list opens

3 - Click or tap on the "Plus" sign to create a new category

The Contact Category form opens

4 - Add the new category name

​5 - Click or tap "Save"

The new Category is added to the Contact Categories listing
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