Linking Companies to Categories

in Contact ManagementSharing & Collaboration

Linking one Company at a time:

1) Click on the company tab on the left hand menu
2) Select a Contact
3) Click the relations button and select Categories
4) Check off the category you want to link the company to

Linking multiple Companies to a Category:

1) Hold down the Ctrl key on your keyboard and select companies
2) Right-click and select “Copy Companies”
3) Click on the Category tab on the left hand menu
4) Select the Category
5) Right click and select “Paste Companies”