Manage Contact Categories

Categories help organize your contacts and divide them into smaller lists. For instance, you could create a category for each department in your organization.

Create a new category

In the back end of i:Create select “More+” from the i:Create Utility Bar. Then select “Contact Manager” from the dropdown menu. This will take you to the Contact management “Home” page

To create a new category from the Contact Manager:

  1. Select "Categories" from the toolbar located at the top of the Contact Manager home page
  2. Click the "Add New" button located at the top of the category list
  3. Enter a name for the category in the "Name" field
  4. Click the "Save" button to add the new contact category

The new category will now show up as an option in the "Contact Category" dropdown menu on the "Contact Information" form when managing contacts.