Categories
How to Create a New Category
Go to the Customize Workspace. Select the Categories tab. Click Add Category. Give the category a name. Select a group for the category. Optional: Give the category a description. Optional: Give the category an icon. Choose which types of records the ...
How to Filter Using Categories
Go to the Contacts Workspace. Select Households or Contacts depending on your needs. Click Filter Options and select Add Filter Fields. Type the word Category into the search bar. Check the box next to category. Click OK. Set the Operator field to ...
How to Remove a Category from a Household or Contact
Go to the Contact Workspace and click on the name of the Household or Contact you want to remove a category from. Go to the Detail Tab. Click the Delete button for the Category you want to remove. Confirm the deletion.
How to Remove a Category from G5
Note: Before the instructions below can be done, remove the custom field from each Household, Contact or Company it is on. Instructions for how to do that can be found here: How to Remove a Category from a Household or Contact Go to the Customize ...
How To Edit Categories in G5
Go to the Customize Workspace. Select the Categories tab. Click the Edit button on the category you want to make changes to. Make any changes you want to the name and description. Add or change the icon. Click OK when finished.
Categories
The Categories Card in a contact's detail's page is used to show the various subjects they are interested in. An integral part of the BGM system is to provide information to our contacts about things they are interested in and talking to them about ...
How to Add a Category to a Household or Contact
Go to the Contact Workspace and click on the name of the Household or Contact you want to add a category to. Go to the Detail Tab. Click the Select a Category button in the Categories card. Select the Category(s) you want to add to the record. Click ...