thankQ Help

When a contact is created, it will be given a default Primary Category automatically.  The defaults are different for Individual and Organisation contacts.  

1.Expand the Contact and the PrimaryCategory – Default for Individual folder.  The default Primary Category value will be displayed. (Individual in the example below).  

2.To change the value, right click on the default value and select Edit and follow the prompts.

3.To change the value for an Organisation, expand the Primary Category – Default for Organisation and repeat the above step.