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.
Making the contract category field mandatory
By default, the contract category field on contracts is optional. To make it mandatory for all contracts on your account, tick checkbox.
When mandatory is enabled, the contract category field shows a required indicator on the Add Contract and Edit Contract forms, and saving without a category selected is blocked. Existing contracts without a category are not affected until they are next edited and saved.