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Contact Category

edited Dec 13, 2019 11:37PM in General 2 comments

As per the instructions:

You can select the category that applies to this customer.

To add choices to this list, click the Lists tab. Under the Accounting heading, click New next to Other Lists, and then click Customer Category.

For example, you might create categories of wholesale and retail.


When I add the categories to the Customer Categories list, I think I'm understanding that these categories should be available in the customer record under "category" in the Info tab. However, nothing shows up for me to select there - it's a blank selection list.

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