How Do I Create a New Category?

With any of the data entry screens you should find an index card tab for Categories. To the right of each check box you can click to edit or assign a name for it. Category Labels are global in scope so once you type in a label you will see that label in ALL RECORDS. You would normally check as few or as many categories as apply to the contact.

• Category Labels are Global so once you type in a label you will see that label in ALL Contact Records.
• Check as few or as many categories as apply to the contact.
• Do you use our ChaosHost.com service to share your database with others in other locations? You will need to also login with your web browser to your ChaosHost.com account and add your new category labels directly to ensure that others will see the labels and know what your checked boxes signify.

This help article applies to Intellect 3