coreFORCE - Contacts: What is the difference between Contact Categories and Contact Groups?
coreFORCE Advanced and Enterprise Only
Contacts can be assigned a single type, but they can belong to different categories.
When setting up a contact a contact type can be assigned to that contact.
Typically contact types are used to group together contacts that belong to the same group. For example, a contact type could be "Prospect" or "Customer".
Contacts can also be assigned to one or more contact categories. Contact categories are another way to group contacts together.
Contacts can be assigned a single type, but they can belong to different categories.
When setting up a contact a contact type can be assigned to that contact.
Typically contact types are used to group together contacts that belong to the same group. For example, a contact type could be "Prospect" or "Customer".
Contacts can also be assigned to one or more contact categories. Contact categories are another way to group contacts together.
Updated on: 07/06/2024
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