Add Contact Categories
Swivel give you two options for adding Contact Categories: directly on the +New Contact form, button and/or from the Data Setup page within Settings.
Add Contact Category using Dynamic Entry
Navigate to your contacts > click the +New Contact button and select desired Contact Type
Complete the Contact Category field on the New Contact form pop-up
Contact Category
Type in new contact category, once saved the contact category will be available for the associated Contact Type.
Click Save button
Add Contact Categories from Data Setup
Navigate to Settings and select Data Setup > click Contact Categories
Select the +New button
Complete New Contact Category form pop-up window.
Name
Category Intent
Lead
Client
Other
Description
Position (display order)
Badge Color (the color of the icon displayed on the contact)
Show on main menu (enable if you want this Contact Category to have a tab available on the main navigation menu)
Widgets * (Coming soon!)
Show temperature widget
Show activity widget
Show review widget
Show birthday widget
Manage Custom Fields (for custom fields specific to the Contact Category)
Click Save button
Manage Contact Categories
Edit Contact Categories from Data Setup
Navigate to Settings and select Data Setup > click Contact Categories
Click the Action Menu/ Ellipsis for the Contact Category you wish to edit, > click Edit.
Complete the Edit Contact Category form
Once complete, > click Save button.
Contact Category Shading
Users can determine contact category shading colors in settings → Data setup-> contact categories
Navigate to Settings and select Data Setup > click Contact Categories
Click the Action Menu/ Ellipsis for the Contact Category you wish to edit, > click Edit.
On the Edit Contact Category form, > click on the square displayed on the Badge Color drop-down.
Select the color and click the Save button in the small color pop-up window
Once complete, > click Save button on the Edit Contact Category form.
🔍 Tip: If you would like the Contact Category to dislplay on your main navigation menu, check the Show on main menu button.