Categorising Contacts

Categorising your contacts helps you keep track of exactly what type of contacts you store in iDashboard. You can categorise new contacts and also update the categories on old contacts.

You can have any type of Contact Categories you like and an account administrator can add and edit these in the Admin & Account Settings page. For more information on creating and managing Contact Categories, please refer to this article.

When you Create a new contact you can add the contact into a single or multiple categories by using the Categories field. For more information on creating a new contact, please refer to this article.

When you Edit an existing contact you can add and remove a single or multiple categories by using the Categories field on the Edit > Details tab. For more information on how to edit contacts, please refer to this article.