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Number of users: 10.529, Number of animals registered: 4.820.026

How can I organize my contacts into categories?

The step-by-step plan is as follows:

1. Click the menu Management
2. Click the tab Base tables
3. Click the arrow of the drop down selection list and choose Contact categories
4. Click Add
5. Fill in the following information:
Description=Breeder

6. Click Save
7. Click the menu Contacts
8. Click to select a contact
9. Click the tab Categories
10. Click the + next to the desired category (for example Breeder)
11. Click Save

Repeat step 1 till 6 for creating new contact categories. Repeat step 7 till 11 for all contacts you want to classify into categories.


The explanation is meant for the level: Starter

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