How to look up a Company's Category | Tablet

To see which category a company belongs in to be able to assign permissions, simply follow the below steps;

Select Contacts from the Home Screen

The contact is listed in alphabetical order, you can search by Company Name, Category or Trade. You can filter the companies whether they are Active or Inactive.

1. Select the Directory tab

2. Click on the Ellipsis and Select Edit

Once you have selected a Company their Contact Card will appear and the Company Category will show which group they belong to.

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