Contact Settings

Contact Settings is where you organize how your Contacts are grouped and labelled. You create Contact categories and sub-categories, and you manage colored tags that can be attached to individual Contacts. Keeping these tidy makes filtering, reporting, and segmenting your Contacts much easier.

Note: "Contact" is the current name for what used to be called "Client" in BusinessHRM. You may still see some on-screen labels worded around "category"/"sub-category" while the feature itself applies to Contacts.

This page is only available when the Contacts module is enabled for your company.

The page has two tabs:

• Category / Sub Category
• Tags

Category / Sub Category

A category is a top-level grouping for your Contacts (for example Vendor, Partner, Prospect). A sub-category is a finer grouping nested under a category. This tab shows a read-only table of every category with its sub-categories listed beside it.

Add a category

1. Open Settings sidebar > Contact Settings (the Category / Sub Category tab is open by default).
2. Click Add Contact Category (labelled around "Add Category").
3. Enter the category name.
4. Click Save.

Add a sub-category

1. On the same tab, click Add Contact Sub Category.
2. In the manager, choose the parent category.
3. Enter the sub-category name.
4. Click Save.

Inside the sub-category manager you can also rename a sub-category inline (click its name and edit) or delete one with the Delete button and a confirmation.

Category fields

Sub-category fields

Tags

Tags are short, colored labels you can attach to individual Contacts for flexible, cross-cutting grouping (for example VIP, Newsletter, Follow-up). The Tags tab lists every tag with its color and how many Contacts currently carry it.

Add a tag

1. Open the Tags tab.
2. Click Add Tag.
3. Enter a tag name and pick a color.
4. Click Save.

Edit a tag

1. Click Edit on the tag row.
2. Change the name or color.
3. Click Save.

Delete a tag

1. Click Delete on the tag row.
2. Confirm in the pop-up. The tag is removed from all Contacts it was on.

Tag fields

Attaching tags to a Contact

Tags created here become available in the tag picker on a Contact's profile, where you can add or remove them per Contact. Attaching and removing tags on a Contact requires the edit_contacts permission.

Importing

Both categories and tags support bulk import. Use the Import button on the relevant tab to bring in a list rather than adding each one by hand.

Permission note

Contact Settings is controlled by the manage_contact_category permission, and the Contacts module must be enabled. A user needs this permission set to "all" to open the page and manage categories, sub-categories, and tags. Attaching or detaching tags on a Contact profile additionally requires the edit_contacts permission.

Tips

• Plan a small, clear set of categories first; create sub-categories only where you genuinely need a second level.
• Use distinct tag colors so Contacts are easy to scan at a glance.
• The Tags tab shows a per-tag Contact count, which is a quick way to spot tags that are unused or overused.
• Deleting a tag removes it from every Contact, so confirm it is no longer needed before deleting.
• Use the Import buttons to load an existing list of categories or tags in one step.