Contact Categories

You can create an unlimited number of Categories for Contacts, Customers, and Suppliers. The same set of categories is used for contacts, customers, and suppliers but prefixes can be used if different categories are needed. For example, categories can be created to identify the type of Customer or Supplier (e.g. retail or wholesale) or can be specific (e.g. Customer-Hotels, Customer-Lodges, Customer-Bed & Breakfasts, Customer-Backpackers). Multiple categories can be added to contacts, customers, and suppliers.

Navigation: Main Menu > Setup > Customers/Contacts/Suppliers > Menu (button) > Edit Categories

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How to Create a Category

1. Navigate to Edit Categories
2. Click Add/Edit (button).
3. Click anywhere in the top row where it shows: Click here to add a new row.
4. Code = Type a descriptive abbreviation for the category (e.g. Ad Agencies). 
5. Description = Type a description for the category (e.g. Advertising Agencies).
6. Click Save (button).

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How to Edit a Category

1. Navigate to Edit Categories.
2. Click Add/Edit (button).
3. Edit the records by overtyping the existing data.
4. Click Save (button).

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How to Delete a Category

1. Navigate to Edit Categories.
2. Click Add/Edit (button).
3. Right click and entry and click Delete on the context menu.
4. Confirm the deletion on the popup.

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How to Assign Categories

The same procedure applies to customers and suppliers. Categories can be allocated from the respective modules or from contacts.

1. Double-click a Contact on the list of contacts.
2. Click Edit (button) on the top row if it is not greyed out.
3. Click the ellipses (…) next to Categories in the header.
4. Using the arrow keys in the middle, move all the Categories you want to allocate from the Available to the Selected section.
   • Note: To remove a category, move the category from the Selected section to the Available section.
5. Click Save (button).
   • Note: To discard your changes, close the popup with the X in the corner.

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Learn More

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