Classify Contacts

In this section, you will learn how to create and manage contact classes within SapphireOne. Contact classes help in categorising and organising your contacts for better management. The steps are as follows:

1. Navigate to Workbook > General > Contacts Class.
2. Fill in the necessary fields such as Class Name and Description.
3. Click the Save button to store the contact class information.

For more detailed information, refer to the Workbook > General > Contacts Class article.