How to add/change Contact Categories
First, click on the Tools tab located on the top navigation bar.
Next, click on “Contact Categories” on the right side of the page.
Next, to add a new Contact Category locate the Contact Category box as shown below and follow these steps:
- Name: type in the Contact Category name
- Supported: check this box to display the Contact Category in the Category drop down menu on the Contacts page.
- Click the Add button to save the Contact Category to your tee sheet
The contact categories you Add to your tee sheet will appear above as shown below. From the Actions column to the right of each contact category, you can Copy, Edit or Delete an existing contact category.
Below is how it will display on the Contacts page