Category View

Categories allow you to group your contact's professional and personal data and associate it in a specific category, such as grouping all your sales representatives in a category called, Sales Team.

Usage Guidelines

  1. From the My Contacts page, click the category view button to view all your categories. The Contact Categories page appears.

Note:  You can set your default category view using the Settings function on the navigation bar. Refer to the General Preferences section of this help file for additional information.
 

 

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