Contact Category in Accoxi

Contact Category in Accoxi allows the user to create and assign categories to easily group different kinds of contacts together.

Contact Category

Contact Category

Contact categories were designed to help organize and easily sort all the different types of contacts you manage for your business.

Contact Category in Accoxi

The Contact Category can be accessed from the Settings menu. This menu deals with the creation of category for Supplier and Customer master. This feature allows the user to create and assign categories to easily group different kinds of contacts together and can manage the track of business effectively. After create the contact category for type of Customer/Supplier, it will appear while creating new item and user can place it to right category.

Contact Category In Accoxi

Contact Category In Settings

Click on the Settings icon and select the option Contact Category from General head

Then it opens to Contact Category form

Contact Category Form

Data Available in Contact Category

  FIELDS 

                                            DESCRIPTION

Category name

This column shows the name of particular category

Remarks

It shows the remarks of the category

Type

Type refer whether the category is for supplier or for customer

Status

This column shows the current status of the category. The status may be Active or Inactive.

 

 

 

Menus Available in Contact Category

Menus Available In Contact Category

1. Filter

Filter menu enable the user to filter the details of contact category according to category name and category type.

2. Refresh

Refresh option helps the user to fetch new or latest data.

3. +Add New

It is the menu option to create a new category. By clicking on the +Add New option, it opens to new contact category form.

4. Export

The Contact category list can be exported to Excel format. Click on the Export button at the top right corner near the +Add New button. Select the file location and click on save.

5. Edit

Edit menu helps the User to edit or correct the details that are entered in the Contact category and can save again after it.

6. Color Format

Inactive contact category details are shown in color format and red color indicated the Inactive categories.

7. Exit

Click on the exit menu for close the window and to redirect to the previous page.

 

New Contact Category

 

New Contact Category

Steps to create a new contact category;-

  • Click on the Settings icon on the top right side of the window
  • Select the option Contact Category from General head
  • Click on +Add New option from the page and it opens to new contact category form
  • Enter the category name and Remarks on the appropriate field
  • Select the type of category whether Customer or Supplier
  • Click on Save option to save and create new Contact Category

Frequently Asked Questions?

01What is the use of Contact Category form in Settings?

The Contact Category can be accessed from the Settings menu. This menu deals with the creation of category for Supplier and Customer master.  This feature allows the user to create and assign categories to easily group different kinds of contacts together and can manage the track of business effectively.

02How to create a new contact category?

  • Click on the Settings icon on the top right side of the window
  • Select the option Contact Category from General head
  • Click on +Add New option from the page and it opens to new contact category form
  • Enter the category name and Remarks on the appropriate field
  • Select the type of category whether Customer or Supplier
  • Click on Save option to save and create new Contact Category

03Can I export the contact category data in to excel format?

Yes, you can export the data to excel format by using the Export option.

  • Click on the Settings menu
  • Select the option Contact Category from General head. Then it opens to Contact Category page, click on the Export button at the top right corner near the +New button.
  • Select the file location and click on save

04How can I edit a contact category after created?

  • Click on the Settings icon on the top right side of the window
  • Select the option Contact Category from General head
  • Details of created contact category list will open the page. Click on the Pencil icon of the particular category for Edit
  • It redirects to contact category form. You can edit the changes and click on Update option to save

05Is there any option to group my contact list of customers?

Yes, you can group your contact list of customers through Contact Category option in Settings

 

  • Click on the Settings icon on the top right side of the window
  • Select the option Contact Category from General head
  • Click on +Add New option from the page and it opens to new contact category form
  • Enter the category name and Remarks on the appropriate field
  • Select the type of category whether Customer
  • Click on Save option to save and create new Contact Category

 

After create the contact category, for type of Customer, it will appear while creating new item and you can place it to right category.

 

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