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Creating Categories for Contact Information

If the default Contacts list and More Info form do not contain fields to track the type of information that end users need to track, they can add additional categories. A manager may have set up a list of values from which they can select.

To add a category to a contact

1. Navigate to Site Map > Contacts > Contacts List > Categories view.
2. In the Contacts form, query for the desired contact.
3. In the Categories list, add a record.
4. In the Category field, click the select button.
5. The Pick Category dialog box appears.
6. Select a category from the list of values or create a new category.
7. Complete the necessary fields.
8. Create additional categories by repeating Step 3 through Step 7.