Creating Categories for Contacts
When you assign categories to contacts, you can more readily manage your contacts list. To place a contact in a category, select the category in the Category field on the contact record.
When you view your list of contacts, you can select a contact category in the Category field to filter the list.
To create a category for contacts, you must enable Custom Categories. it is a setup permission you can give to a role.
To create a contact category:
-
Go to Setup > Users/Roles > Manage Roles > Customize.
-
On the Permissions tab on Setup sublist, add the permission to the role.
-
In the list, click Contact Category.
-
Enter a name for the contact category.
-
If you want to be the only one who can use this contact category, check the Private box.
-
Click Save.