Contacts: Setup and assign categories

How do I setup and assign categories to my contacts in Stockbook? 

Step 1

Open the contact page in Stockbook by selecting Contacts from the menu items. 

Step 2

Select the icon next to the blank Category field as in the image below.

Step 3

• Select Add
• Enter the description of the category
• Select OK

Step 4

To assign a category to a contact select the contact from the contact list in Stockbook and select Edit.

• The available categories will be listed in the categories area of the contact field.
• Tick the box of each category that you wish to assign to the contact.

The appropriate categories will now be assigned to your contact in Stockbook.