Distinguish and search for one or more people more easily by using categories. For example, you indicate that the person should be included in the Christmas mailing, what type of person is, for which industry a person is responsible, etc.


Person category group: main category, which can be further subdivided by person categories.
Person category: category/characteristic of a person.


Example:


Category group, that's how you do it:

1.
In the function group 'Category', click on the function 'Category group person' and the search screen will open.
2.
Click on the button 'New'.
3.
Insert the name and click 'Save & Back'.
4.
Repeat steps 2 and 3 to create a new category group.

Modify:
  • In the search screen, click on the name of the category group.
  • Click on 'Edit'.
  • Change the name.
  • Click on 'Save & Back'.
The category group has now been changed everywhere.

Remove:
  • In the search screen, click on the name of the category group.
  • Click on 'Edit'.
  • Click on 'Remove' and 'OK'.
  • If you get the message 'Category group is still being used', you can no longer delete the category group. Check 'Inactive' if you don't want to use the category group anymore.


Category, that's how you do it:

1.
In the function group 'Category', click on the function 'Category person' and the search screen will open.
2.
Click on the button 'New'.
3.
Insert the name.
4.
Click on the magnifying glass and select the category group with the left mouse in the 'Person category group' pop-up window.

If the category group does not exist yet, close the pop-up window and use the plus button to create a new category group.

5.
Click on 'Save & Back'.
6.
Repeat steps 2 through 5 to create a new category.

Modify:
  • In the search screen, click on the name of the category.
  • Click on 'Edit'.
  • Change the name and/or the category groupĀ 
  • Click on 'Save & Back'.
The category has now been changed everywhere.

Remove:
  • In the search screen, click on the name of the category.
  • Click on 'Edit'.
  • Click on 'Remove' and 'OK'.
  • If you get the message 'There are still persons linked to the category', you can no longer delete the category.
  • Check 'Inactive' if you no longer want to use the category.

Note: an inactive category, which has been added to a person, will not be removed from the personal file and is still visible there.


Assigning categories to a person, that's how you do it:

1.
Find the person, and open the detail screen by clicking on the name in the search screen..
2.
On the tab 'General', click on the button 'Edit'..
3.
Scoll down and click on the magnifying glass, right next to the box of the categories.

A pop-up screen with the different choices will appear.

4.
Select one or more categories on the screen.
5.
Click on the 'Add' button to add the selected categories.

Remove:
  • Select a category from the list with the left mouse button, it will now be marked in blue.
  • Click on the cross to delete the category.
6.After adding or deleting, don't forget to click on the 'Save' or 'Save & Back' button to save the changes.




Taakklas 1.