A constituent category is a way to group together constituents who have similar attributes. Categories can be used to quickly identify these groups for reports or communication. For example, you can create categories such as Volunteer, Alumni, Major Donor, etc. From the Constituents, Gifts, and Memberships grids you can use the Quick Queries menu to update your view to show constituents in the categories you have selected. This way you can produce a report of all giving this year for your Major Donors for example or send an email to just your Volunteers.

The Categories field is multi-select, so a constituent can be assigned to many categories. To add a constituent to a category, you can click in the white space and select the category from the list. You can remove a constituent from a category by clicking on the "X" next to the category. Be sure to click the Save button at the top or bottom of the profile page.

You can edit the categories available by clicking on the Pencil & Paper (Edit) icon next to the Categories label.