Hello,

I'm looking to create different categories for my contacts such as
(prospect, customer, vendor, media, etc.) that I can use for sorting,
reporting, and assigning to different marketing lists.

Can anyone tell me how to do this or point me to the right documentation to
read up on how to do this (I need chapter and page #'s).

Thanks in advance for any help!

Kurt

Hi Kurt

The best and probably the most simple way would be to create a new atribute
on the contact form called Category, set the atribute up as a picklist and
then the user could select the category they need.

Hope this helps
--
Alistair
2B.net

http://www.crmdeployment.co.uk


"Kurt" wrote: