How do I link a Contact to a Sub-Category

in Contact ManagementLinking Entities

  1. Click 'Contacts' from the left tabbed menu.
  2. In our example, we will be adding "April Rains" to the sub-category "Category 1a".
  3. Here is our contact in the contact list.
  4. To view the category tree, select 'Relations' and select 'Show Categories'
  5. Let’s expand the tree to show the sub-category we are looking for by clicking the '+' symbol until the category is shown.
  6. To create the link between the contact and the sub-category, click the check box next to the sub-category you would like to link the contact to. Click 'Yes' to confirm the action.
  7. The link has now been created.