You can categorize 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. Categories are groupings of contacts created by users to facilitate the management of the My Contacts folder. The Create a New Category page allows users to create new categories as well as associate existing contacts with these new categories.
Follow these steps to create a new category:
From the My Contacts page, click the New Category button. The Create a New Category page appears.
On this page you can enter the following information:
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Name |
Type a category name limited to 255 characters. |
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Description |
Enter a brief description for the category, for example, "All friends from Virginia". |
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Displayed Columns |
The displayed columns section allows you to customize the columns that you see for a particular contact in the category view. |
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Sort By Columns |
You can also set the default sort order by using the drop down menus provided for setting the sort order by which the contacts are ordered. |
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Unassociated or Associated Contacts |
The unassociated and associated contacts allow you to associate or unassociated contacts with a particular contact. To associate a contact, simply click on the contact in the Unassociated Contacts pane and click on the >> indicator provided between the two panes. To unassociated a contact, click on a contact in the Associated Contacts pane and click on the << symbol provided between the two panes. Once you input all the necessary information, click on Create Category to create the category with all the corresponding attributes as defined above. |