That's how you do it.

All relationships are recorded using the function 'Company' and/or the function 'Person'. Categories make it easier to distinguish and search for a company or person.

Using a category, indicate whether a company is, for example, a customer or a prospect, or perhaps a supplier, to which region or industry it belongs, etc. Use a category group and the corresponding categories.

Important conditions:
  1. The content of a category may not consist of more than 25 characters.
  2. Only letters and numbers are allowed. So no spaces, strange characters (@#$% etc.), colon (:) or dot commas (;).
  3. Have you read the introduction? This is important before you start. You will find the introduction here.
Want to know how you do it? Then take a look at the presentation below.