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Siebel Life Sciences Guide > Managing Contacts > End-User Procedures >

Adding Category Information

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End users can create categories to track additional contact information, such as a particular sports a contact enjoys or food a contact prefers. In creating a category, a user can define possible category values and specify the relative importance of the category and each of its values. In addition, there are no restrictions on how many times a user can apply a specific category. Categories can be used as many times and with as many contacts as necessary.

By default, all categories are visible system-wide. However, users can mark categories as private. Private categories are only visible to the user who created them.

To add category information for a contact

Navigate to the Contacts screen.
From the Show drop-down list, select My Contacts.
In the Contacts list, select a contact.

NOTE:  When selecting the contact, do not click a hyperlink (underlined field). Doing so will take you to another view.

Click the Categories view tab.
In the Categories list, add a record and complete the necessary fields.

Some of the fields in the Categories record are described in the following table.

Field	Comments
Category	The type of this category. The Pick Category dialog box lists all the categories previously defined by you or others. Select an existing category or create a new one.
Category Rank	Optionally, enter a number to indicate the importance of this category relative to other categories.
Value	A specific category value, such as golf or sailing. The Category Values dialog box lists all the values previously defined for the category. Select an existing value or create a new one.
Value Rank	Optionally, enter a number to indicate the importance of this value relative to other values.
Private	Selecting this field prevents other users from seeing the category.

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