Contact categories enable you to group and filter your contacts. The categories that you create through the Contact Categories page will show within the Category drop-down when creating a new customer/contact.
Check out the contact details guide to learn more.
Accessing Contact Categories page
Navigate to Setup → Custome fields → Contact categories.
Creating a new contact category
1. To create a new contact category, click on the New Category button at the top right corner of the screen.
2. A new window will pop up and then enter the category name.
3. Click on Save.
Contact Category Page
A. Search field - Click the search categories bar and enter a portion of the category name to auto-search.
B. Category name - This is where each existing categories are displayed.
C. Edit Contact category - Clicking on the pencil icon will allow you to edit the category.
D. Delete Contact category - Clicking the trash icon will delete the contact category. A warning window will appear asking to confirm the deletion.
Contact categories which are currently assigned to a contact cannot be deleted.