How to look up a Company's Category

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

Navigate to the menu bar icon and click Contacts under Communication.

Select the Directory tab. 

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.

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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