Categories

Create and edit categories that can be used to classify entities.

For individuals categories are called positions, which refer to the individuals job position, and can be selected in contact when creating a new individual.

Categories can be created for:

How to

Create categories and positions

1. Go to settings and choose categories .

2. Click on + to create a category.

3. Fill in the description.

4. Add general information if needed.

Save the field.

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