Adding categories to the system

Create a category to make the category available for users in the Contacts workspace.

When you create a category, you specify a category group and one or more contact types. The category group corresponds to the tab in a contact's profile that the category is available in. For example, applying the default Profile category group makes a category available in the Profile Categories subtab in the Details tab on the Contacts workspace. Your system administrator can activate and rename up to six category groups.

The contact type specifies the types of contacts that users can apply the category to. For example, a category with the Company contact type is available for company contacts.

To add a category:

1. Navigate to the Customize workspace.
2. In the Categories tab, click the Add Category button .
   The Add Category dialog opens.
3. In the Name field, enter a display name for the category.

4. [Optional] In the Description field, enter a description of the category.
   

   The description displays on the Contacts workspace.

5. [Optional] In the Icon field, to select an icon to display beside the category name on the Contacts workspace.
   1. Click the Select button .
      The Select Icon dialog opens.
   2. Select an icon and click OK.
      The Select Icon dialog closes.

6. In the Visibility field, define view security for the category. Select Public to make the category visible to all users, or select a user or a group to restrict visibility to that user or group.
   

   You cannot modify view security levels for the category after it has been created. If you want to restrict view access to this category, you must set it now. The default view setting is Public.

7. In the Group field, select a category group to define the category tab in which the category is available on the Contacts workspace.
   

   After you create the category, only a system administrator can modify the category group that the category belongs to.

8. In the Contact Types tab, select the contact types in which to make the category available on the Contacts workspace in one of the following ways:
   • Use Remove to move contact types to which the category does not apply from the right to the left column.
   • Use Remove All to contact types from the right to the left column. Then, use Add to move the contact types to which the category applies to the right column.
   By default, all contact types are selected.
9. Click OK. The Add Category dialog closes.

The category is now available to users on the Contacts workspace.