Configuring Contact Fields for CRM & Team Categories

Go to Settings > Category Manager

Select the top level category you wan to configure

Select Contact Fields to see the list of all available contact types

To add a contact type to the category check the box in the Selected column

To make a contact type required check the box in the Required column

Your actions are saved automatically but will require a browser refresh to take effect in the current session.

Tip: Use the refresh button in the top toolbar Screen_Shot_2018-07-05_at_11.56.04.png

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