Contact Editor – Categories

Location: Contact Management/All Contacts/Contact Editor -> Categories Section

Overview: The Categories section of the Contact Editor is where you can manually add or remove categories from a contact record.

Categories are used in the system for a wide variety of purposes. To learn more about categories in general you can visit the Categories mini-course starting here: Category Overview

Learn More: There are several related help modules that pertain to how to apply and use categories with contacts that may be of interest including:

• How to Add a Category to a Contact who Fills Out a Form
• How to Add Category to a Contact with Purchase of a Product with a Rule
• Importing Categories of Contacts – How to Categorize Contacts on Import
• Create Category Query List in Contacts

Click here to go to a linked index of help topics for Contacts, or click the Next button to continue to the next topic related to the Contact Editor.

 Additional Contact Editor Sections:

• Primary Contact Information / General Section
• Personal Business Information
• Profile Section
• Membership Dates
• Image Gallery
• Shipping Addresses
• Payment Methods
• Affiliate Info
• Internal Info
• Sign In Settings
• Member Groups
• Account Manager Access
• Comments
• Convert To Company Contact (or Convert To Person Contact)
• Categories
• Properties

Popular Contact Management Topics

• Getting Started - Importing Contacts
• Creating Lists in Contacts
• Find and Edit Contact Information
• Custom Contact Fields
• Sales Force Management via Contact View