Use the Contacts Categories page to assign a contact to a group that may describe the type of contact or its function. Categories are usually pre-defined by your system administrator.

Categories are displayed in a hierarchical view with the main categories at the top and related subcategories listed below each main category. For example, a main category named Employees may have subcategories under it named Accountants, Paralegals, and In-house attorneys. A main category named Non-Employees may have subcategories under it named Outside Counsel, Vendors, or Clients.

The categories that you see apply to the specific TeamConnect area that you are viewing and your specific rights.

How Categories Affect the Details Page

In addition to categorizing contacts, the categories that you select may cause additional information fields to appear on the Details page. These new fields may be required and if left blank, you are not able to save the record.

For example, if you select the Internal Employees category, and then select the Attorney category, when you return to the Details page, you may see custom fields that allow you to enter information about the attorney's specialty, home office, and current projects.

When you select a category, it is recommended that you return to the Details page to check for required fields.

See Setting Category Details for more information.