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Using the Category Setup you can reassign contacts between existing categories.
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In the Contact Manager click the plus + icon next to the Category field.
Select any of the existing categories in the Defined Categories list.
You may edit the Category Name.
Select the Display Unassigned/Assigned List checkbox. You will see which entries are already included in this category. Use ADD, ADD ALL, REMOVE, and REMOVE ALL to reassign contact entries to this category.
Click SAVE when done. |
Adding a Search Category Manually
To create a Search Category:
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In the Category Setupdialog click ADD.
Enter the new Category Name and select category type from the Applies To dropdown.
Select Manual to assign contacts to the category one-by-one. Alternatively select Using Search to run the advanced search for a group of entries.
Select Common Category to make the category visible to all users in your company.
Click OK to create the category.
Use ADD and ADD ALL buttons to assign contact entries to the new category.
Click SAVE when done. |
Deleting a Search Category
To delete a Search Category:
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In the Category Setupdialog click ADD.
Confirm that you wish to delete the category.
Click SAVE when done. |