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Maintain categories to cluster your contracts and/or events by categories.

Updated over a week ago

Categories can be used to cluster contracts and/ or events.

Open the "Settings" menu and choose "Categories" within the "Contract Properties" and/or "Event & Reminder Properties" section to add, edit and delete categories for these objects.

In addition, categories can directly be added and edited when working with a contract or an event.

All contract, event and and billing grids can be filtered and sorted by category for reporting purposes.

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