Creating Categories for Contacts

When you assign categories to contacts, you can more readily manage your contacts list. To place a contact in a category, select the category in the Category field on the contact record.

When you view your list of contacts, you can select a contact category in the Category field to filter the list.

To create a category for contacts, you must enable Custom Categories. it is a setup permission you can give to a role.

To create a contact category:

1. Go to Setup > Users/Roles > Manage Roles > Customize.

2. On the Permissions tab on Setup sublist, add the permission to the role.

3. In the list, click Contact Category.

4. Enter a name for the contact category.

5. If you want to be the only one who can use this contact category, check the Private box.

6. Click Save.

Related Topics

• Contacts
• Creating a Contact
• Inactivating or Deleting Contacts
• Associating a Contact with a Record
• Saving Messages from Contacts

General Notices