Customizing Categories in Business Contact Manager

[Guest]

I am trying to creat custom categories such as Reps Active, Reps Inactive,
Reps New, etc. I go to categories, click on Master List, Type in the new
category, hit add, then ok and ok again. When I go to another contact and
want to use that new category I added it is not there. Can you please help
me?
Thank you.

 

[Guest]

Don't do it by going directly to Categories under the File menu. Instead, go
to a Contact Record, then click Category, then Master Category List, type in
new Category, hit Add, Ok, and now it will be there to use. Strange that it
doesn't save it the way you were doing it, but this way works - something
about having to be in a record for it to work.