Contact Categories

A Contact Category refers to a field that allows the TM User to identify a Contact as being part of one or more classes or group of Contacts. For example, a Contact can be identified as being part of the “supplier” Category and at the same time a part of the “friends” Category if the supplier is also your personal friend.

You can assign a Category or Categories to existing or new Contacts by selecting a standard Category from the list.

You can indicate the applicable Category(s) in the Category field under the General tab.

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