Contacts: Setup and assign categories

Contacts: Setup and assign categories

Contacts: Setup and Assign Categories 

Assigning categories to my contacts in Stockbook

Step 1. Selecting Contacts

Open the contact page in Stockbook by selecting Contacts from the Main Screen menu 

Step 2. Category Field

Click on the ellipsis next to the blank Category field as in the image below

Step 3. Contact Categories

  • Select Add at the bottom of the screen
  • Enter the description of the category in the pop up window
  • Select OK
  • Once you see the saved category click on Close button


Step 4. Assigning a Category

To assign a category to a contact:

  1. Select the contact from the Contact List in Stockbook
  2. Click on Edit at the bottom of the screen
  3. Select the Categories Tab
  4. The available categories will be listed in the categories area of the contact field
  5. Tick the box of each category that you wish to assign to the contact
  6. Click OK and the Category will now be assigned to the Contact







Article ID 1776

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