- Manage categories
- Add a new category
- Assign category to a contact
- Delete a category
- Categories for tasks
- Assign category to a task
You can access the category management either via "Settings" → "All settings" → "Master data" → "Categories" or directly via the DeepL access under "Settings" → "Contact categories".
Add a new category
You can create a new category by clicking on the "New category" button. So-called "memos" can also be added to each category. Text-based reminders in the documents that remind you of special features of individual customer groups, suppliers or projects. Read more about this in this article: "Memos in contacts".
Assign category to a contact
Select the contact and then click on "Edit" via the pencil icon. Or use the "Multiple Mutation" function to assign the same category to several contacts. Learn More »
While editing the contact, you can add further categories that you have already entered in the master data.
Delete a category
If you want to delete a category, open the desired category by clicking on it, then click the "Delete" button.
Categories for tasks
The categories for the tasks can be found under: "Settings" → "All settings"→ "Master data" → "Tasks: Categories". The same procedure described above can also be applied to the categories of the tasks, except for the "Memos".
Assign category to a task
Open an existing task or create a new one and select the categories you have created under "Category".