Contact Category
This section allows you to categorize contacts based on their type, such as customers, suppliers, or agents. It helps in better organization and management of different contact groups efficiently.
From here you can see all the contact category list with details such as:
Category Name: The name of the contact category .
Description: A brief explanation of the category's purpose or role.
Status: Indicates whether the contact category is active or inactive.
Actions: You can edit or delete the contact category as needed.
By clicking the select options you can perform multiple actions. Such as:
Edit: Modify the details of the selected contact category.
Delete: Remove the selected contact category from the list.
Search: You can find out any specific category from the list by using the search.
Export Data: You can export the data table from here.
Add Category: By clicking this you can add a new category. After clicking just follow the below steps:
Name: Set the name of the category.
Description: Set the description of the category.
Status: Set the status of the category if it is Active or not.
Save: After setting just click on save button your category will be created successfully.