Table of Contents
Welcome to OA Mobile SupportContactsAdd New ContactShow Paste OptionsDeleting a ContactSearching ContactsCreate a New CategoryAttaching Files From OneDriveAttaching SharePoint FilesProspectsLeadsCalendarNotesMy AccountAdmin ConsoleUser ConsoleTerms & ConditionsAdditional Information
Create a New Category
Categories help keep your contacts organized.
To create a new category within the OA Mobile App, follow the directions below.
- From the |Navigation Bar|, select |Contacts| > |Categories|.
- From the |Contact Category Manager|, select |New Category|.
- Enter a name for your new category.
- Select the |Save| button to save the category.
- Your new category will appear within the |Contact Category Manager|.
To edit a category's properties, select the pencil icon located to the left of the category.
Categories help keep your contacts organized.
To create a new category within OA Mobile Desktop, follow the directions below.
- From the |Navigation Bar|, select the |Contacts| dropdown menu, then select |Categories|.
- From the |Contact Category Manager|, select |New Category|.
- Enter a name for your new category.
- Select the |Save| button to save the category.
- Your new category will appear within the |Contact Category Manager|.
The |Categories| option is available from the
|Contacts| dropdown menu within the Navigation Bar.
To edit a category's properties, select the pencil icon located to the left of the category.
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