Contact Categories #

1. Log into Fox Admin (requires Administration role)

2. Click the System Settings tab in the side menu.

3. Scroll down to Contact Categories.

Create a Contact Category #

4. To create a Contact Category, click the + button.

5. Enter the name of the new Contact Category.

6. Click Add Category.

Update a Contact Category #

4. To update a Contact Category's name, click the Pencil icon on the Contact Category you want to update.

5. Enter the new name of the Contact Category.

6. Click Save Category.

Delete a Contact Category #

4. To delete a Contact Category, click the 'Bin' icon on the Contact Category you want to delete.

5. If the Contact Category has existing entities, you can Transfer them to another Contact Category and click Transfer And Delete, otherwise just click Delete.