CONTACT CATEGORIES

Main Menu > Contacts > Settings > Contact Categories


Before creating a contact. Can be defined by the category of contacts which is under the settings menu as shown below.

You can add them manually (Add Contact Category button) or you can import the list of categories from the CSV file (Import button) can see more for import from here

A contact category name is required along with the category code. Once this is done the contact category data can be saved.

You will see the sample as shown below.

Can define contact category to contact both customers and suppliers, can be found at the contact's Additional Information. Once done can be saved.