Categories organize similar types of accounts or act like filters that display or hide custom fields related to an account.

Depending on the type of account you are creating or editing, you might add a category that results in the display of related custom fields. Afterward, you can enter information in those custom fields.

After you add a category on an account's Categories page, you can click the General link in the left pane and find a Details section for that category's custom fields. For example, if you added a category called Department, then the General page would be updated to include a Department Details section with related custom fields.

Similarly, if you remove a category from an account, the related custom field(s) will no longer display. For more information, see Setting Category Details.