Categories are classifications that you can assign to any constituent. These categories can include things like board members, committee members, special constituents or any other grouping that applies. Categories are helpful to allow you to identify different groups for communications and reporting.

Constituents can be included in multiple categories since it is a multi-select field. 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 pro

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