The Contact Category allows you to define a contact, whether it is a Person or a Company.

Contacts may be assigned to a Category that identifies the function or role of a contact within the system. This enables the system to easily identify and utilize these contacts when required. A Contact may belong to one or more categories.  The same set of categories applies to all types of contacts – people and/or companies alike. Some of the Categories included are: Advertising Supplier, Auctioneer, Conveyancer, Real Estate Agent, Solicitor, Strata Manager and Super Fund. 

The benefit of assigning a Category becomes apparent when they are required in certain areas of the system, for example; when assigning a Conveyancer to a Contract for the vendor or purchaser, the Select Active Window will default all contacts entered into the Contact area that have been allocated a Category of Conveyancer, Settlement Agent and/or Solicitor. This eliminates the need to search through the entire database to locate the one required.

Another benefit of assigning a Category to a contact is that you may isolate contacts using the Advanced search for Contacts facility with particular categories for correspondence purpose. I.e.: Mail Merging or E-mailing.