- Login and access the Contacts app from the universal menu.
- Click on the Create button.
- In the Create Contact page, fill up the basic mandatory fields.
- In the Categories field, click on Add “+” icon.
- By clicking on the “+” icon, you can view the pop up of Seach and Select.
- Select the multiple Categories and click on the Apply button.
- You can also create a new category by clicking on the New “+” in the Search and Select categories pop up.
- By clicking on the New icon, you can view the other Create Category popup.
- Enter the name and the Description of the Category and click on the Create button.
- Your new category will get created.
Note: When importing contacts you could map up to ten (10) categories, it should not be exceeded.
- You can view the selected Multiple categories assigned to the contact.
Related Links
Assign contact to an employee
Assign contact to a team
App integrated with contacts
