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You can use categories to divide items (contacts, deals, projects, etc.) into groups (e.g. industries, territories).

The easiest way to create a category is to open item. In the ribbon, click Categorize and select  New Category.

Add New Category to Contact

Or right in the list, you can also right-click item you want to categorize and select Categories > New Category.

Add New Category to Contact

If you want to avoid duplicates in the future or you don’t want other users created their own categories (you can set it in Module Permissions in Administration Center where you set No for Create column in Categories module for specific group of users), you may create categories in Administration Center in advance.

  1. Press SHIFT and click Administration Center on the eWay-CRM ribbon to go to old administration settings.

Administration Center

  1. Click Groups under the Users and Permissions tab.

Groups Section in Administration Settings

  1. Click New.

New Item in Administration Settings

  1. Specify a Group Name, check Is Category box and click OK.

Is Category on User

  1. Wait for 30 sec for automatic synchronization or synchronize changes manually. To do that, right-click on the eWay-CRM agent in the system tray and select Synchronize.

Synchronization

Now you can assign the category to a particular item (contact, deal, project, etc.). You just open an item, click Categorize and select category you want.

Link to Existing Category

Or click on any module to open the list of items. Right-click on item(s) and select Categories.

Add Category Using Context Menu

Now, you can add a column Categories to a list view of deals, contacts, projects, etc. and filter or group items by categories. Learn more about creating custom list views here. See examples below:

Filter by Categories

Group by Categories

Do you have questions? Our consultants have answers.

Do not hesitate to contact us.