Retrieve Address Book Entries by Category

Updated 3 years ago by Celina Kwan

Learn how to use the Category field to group your Address Book entries, for example: Customer, Supplier, Partner or Competitor. This is possible for Company, Individual and Contact Records.

  1. In the Address Book, select Search > Advanced Search.

  1. Click Add.

  1. Expand Basic Fields and select Category or search it in the search bar. Click OK.

  1. Select the category you would like to retrieve and click OK.

  1. Press OK to run the search.

The Address Book entries are now grouped by category.

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