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Siebel eAutomotive Guide > Working with Contacts > End-User Procedures >
Associating Categories with a Contact
If the default contact list does not contain the desired information for a contact, end users can create and associate categories for contacts. These categories may classify contacts by demographic profile, trade show attendance, or other category appropriate for the end user's company.
NOTE: An administrator can also set up and maintain a list of categories. For more information, see the chapter on setup in Applications Administration Guide.
To associate categories with a contact
- Navigate to the Contacts screen.
- In the Contacts list, select the contact to be associated with the category.
- Click the Categories view tab.
- Click New.
- Complete the fields as needed. Some fields are described in the following table.
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Siebel eAutomotive Guide Published: 18 April 2003 |